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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 | $166,211 | $154,209+7.8% | $130,062+27.8% | $139,487+19.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.05% | 32.52%-9.5pp | -137.37%+160.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $5,200 | $5,292-1.8% | $4,322+20.3% | $4,755+9.4% |
| Participant deferral / active EE | $7,718 | $6,709+15.0% | $5,821+32.6% | $6,713+15.0% |
| Admin fee / account holder | $294 | $13,988-97.9% | $10,601-97.2% | $11,407-97.4% |