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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 | $157,666 | $162,136-2.8% | $152,301+3.5% | $154,746+1.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.80% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,965 | $4,890-39.4% | $4,624-35.9% | $4,379-32.3% |
| Participant deferral / active EE | $11,098 | $8,341+33.1% | $8,004+38.7% | $6,730+64.9% |
| Admin fee / account holder | $9 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |