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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 | $143,290 | $132,634+8.0% | $115,768+23.8% | $137,256+4.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.4%-4.4pp | 80.0%-10.0pp |
| Annual return | 19.64% | 160.70%-141.1pp | 100.46%-80.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,840 | $3,360-15.5% | $2,940-3.4% | $4,156-31.7% |
| Participant deferral / active EE | $6,045 | $5,619+7.6% | $4,917+22.9% | $6,407-5.7% |
| Admin fee / account holder | $76 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |