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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 | $141,811 | $172,111-17.6% | $150,298-5.6% | $137,256+3.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.76% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,240 | $4,636-73.2% | $4,154-70.1% | $4,156-70.2% |
| Participant deferral / active EE | $24,800 | $6,166+302.2% | $5,453+354.8% | $6,407+287.1% |
| Admin fee / account holder | $2 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |