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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 | $172,829 | $183,592-5.9% | $155,574+11.1% | $145,877+18.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.53% | 61.37%-35.8pp | 64.87%-39.3pp | 551.28%-525.8pp |
| Employer contribution / active EE | $3,019 | $5,317-43.2% | $4,676-35.4% | $4,663-35.2% |
| Participant deferral / active EE | $13,525 | $6,466+109.2% | $5,629+140.3% | $6,691+102.2% |
| Admin fee / account holder | $201 | $19,316-99.0% | $15,914-98.7% | $13,402-98.5% |