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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 | $161,899 | $185,883-12.9% | $170,043-4.8% | $139,466+16.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 11.21% | 60.54%-49.3pp | 53.40%-42.2pp | 373.66%-362.5pp |
| Employer contribution / active EE | $4,845 | $7,596-36.2% | $6,790-28.6% | $4,754+1.9% |
| Participant deferral / active EE | $8,377 | $11,626-27.9% | $10,410-19.5% | $6,712+24.8% |
| Admin fee / account holder | $12 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |