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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 | $179,507 | $183,516-2.2% | $155,534+15.4% | $145,884+23.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 22.31% | 61.43%-39.1pp | 64.92%-42.6pp | 551.85%-529.5pp |
| Employer contribution / active EE | $4,840 | $5,315-8.9% | $4,675+3.5% | $4,662+3.8% |
| Participant deferral / active EE | $3,197 | $6,467-50.6% | $5,630-43.2% | $6,690-52.2% |
| Admin fee / account holder | $105 | $19,293-99.5% | $15,900-99.3% | $13,392-99.2% |