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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 | $117,861 | $129,737-9.2% | $119,126-1.1% | $154,746-23.8% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 24.16% | 379.08%-354.9pp | 282.11%-257.9pp | 172.34%-148.2pp |
| Employer contribution / active EE | $2,449 | $4,375-44.0% | $4,034-39.3% | $4,379-44.1% |
| Participant deferral / active EE | $5,883 | $5,842+0.7% | $5,318+10.6% | $6,730-12.6% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |