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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 | $113,713 | $171,492-33.7% | $150,734-24.6% | $198,609-42.7% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 20.61% | 804.70%-784.1pp | 600.81%-580.2pp | 202.70%-182.1pp |
| Employer contribution / active EE | $5,891 | $5,470+7.7% | $4,918+19.8% | $5,055+16.5% |
| Participant deferral / active EE | $11,205 | $6,259+79.0% | $5,610+99.7% | $6,977+60.6% |
| Admin fee / account holder | $59 | $17,628-99.7% | $14,905-99.6% | $19,030-99.7% |