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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 | $118,209 | $121,677-2.8% | $104,625+13.0% | $158,966-25.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 23.95% | 465.58%-441.6pp | 340.60%-316.6pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,932 | $3,165-7.4% | $2,681+9.3% | $4,762-38.4% |
| Participant deferral / active EE | $4,406 | $4,175+5.5% | $3,738+17.9% | $5,983-26.4% |
| Admin fee / account holder | $4 | $7,777-100.0% | $6,465-99.9% | $11,250-100.0% |