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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 | $155,926 | $176,077-11.4% | $159,455-2.2% | $167,518-6.9% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 29.79% | 331.83%-302.0pp | 263.63%-233.8pp | 478.71%-448.9pp |
| Employer contribution / active EE | $4,872 | $5,298-8.0% | $4,830+0.9% | $4,838+0.7% |
| Participant deferral / active EE | $9,134 | $7,751+17.8% | $7,353+24.2% | $6,342+44.0% |
| Admin fee / account holder | $203 | $12,556-98.4% | $10,800-98.1% | $12,312-98.4% |