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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 | $160,163 | $160,070+0.1% | $147,117+8.9% | $145,897+9.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 29.15% | 98.69%-69.5pp | 420.54%-391.4pp | 552.29%-523.1pp |
| Employer contribution / active EE | $1,052 | $5,285-80.1% | $4,932-78.7% | $4,663-77.4% |
| Participant deferral / active EE | $6,239 | $8,419-25.9% | $8,065-22.6% | $6,689-6.7% |
| Admin fee / account holder | $40 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |