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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,747 | $217,432-15.5% | $185,851-1.1% | $167,553+9.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 22.80% | 148.43%-125.6pp | 122.11%-99.3pp | 478.89%-456.1pp |
| Employer contribution / active EE | $1,932 | $5,874-67.1% | $5,168-62.6% | $4,840-60.1% |
| Participant deferral / active EE | $12,245 | $6,357+92.6% | $5,569+119.9% | $6,343+93.1% |
| Admin fee / account holder | $152 | $19,820-99.2% | $16,245-99.1% | $12,316-98.8% |