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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 | $165,283 | $157,276+5.1% | $141,177+17.1% | $152,885+8.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 20.25% | 64.33%-44.1pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $2,124 | $5,262-59.6% | $4,736-55.1% | $4,763-55.4% |
| Participant deferral / active EE | $5,535 | $7,110-22.2% | $6,710-17.5% | $5,851-5.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |