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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 | $158,773 | $197,603-19.7% | $177,827-10.7% | $158,950-0.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 33.22% | 58.76%-25.5pp | 48.32%-15.1pp | 302.91%-269.7pp |
| Employer contribution / active EE | $5,580 | $6,698-16.7% | $5,918-5.7% | $4,762+17.2% |
| Participant deferral / active EE | $14,006 | $8,404+66.7% | $7,713+81.6% | $5,983+134.1% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |