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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 | $199,429 | $172,111+15.9% | $150,298+32.7% | $137,256+45.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.03% | 69.37%-53.3pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,500 | $6,166-27.0% | $5,453-17.5% | $6,407-29.8% |
| Admin fee / account holder | $129 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |