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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 | $146,835 | $154,159-4.8% | $130,026+12.9% | $139,456+5.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 24.00% | 32.50%-8.5pp | -137.26%+161.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $4,254 | $5,292-19.6% | $4,321-1.5% | $4,753-10.5% |
| Participant deferral / active EE | $11,659 | $6,710+73.8% | $5,821+100.3% | $6,711+73.7% |
| Admin fee / account holder | $219 | $14,001-98.4% | $10,608-97.9% | $11,407-98.1% |