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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 | $173,120 | $217,432-20.4% | $185,851-6.8% | $167,553+3.3% |
| Participation rate | 76.9% | 86.1%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 29.29% | 148.43%-119.1pp | 122.11%-92.8pp | 478.89%-449.6pp |
| Employer contribution / active EE | $1,776 | $5,874-69.8% | $5,168-65.6% | $4,840-63.3% |
| Participant deferral / active EE | $6,012 | $6,357-5.4% | $5,569+8.0% | $6,343-5.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |