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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 | $185,312+7.6% | $161,489+23.5% | $154,746+28.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.03% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,500 | $6,350-29.1% | $5,630-20.1% | $6,730-33.1% |
| Admin fee / account holder | $129 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |