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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 | $175,999 | $197,625-10.9% | $177,840-1.0% | $158,966+10.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.66% | 58.76%-45.1pp | 48.32%-34.7pp | 302.95%-289.3pp |
| Employer contribution / active EE | $4,899 | $6,698-26.9% | $5,919-17.2% | $4,762+2.9% |
| Participant deferral / active EE | $7,906 | $8,405-5.9% | $7,714+2.5% | $5,983+32.1% |
| Admin fee / account holder | $174 | $15,405-98.9% | $12,431-98.6% | $11,250-98.4% |