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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 | $180,111 | $157,304+14.5% | $141,197+27.6% | $152,909+17.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 17.43% | 64.34%-46.9pp | 71.41%-54.0pp | 345.46%-328.0pp |
| Employer contribution / active EE | $2,045 | $5,263-61.1% | $4,736-56.8% | $4,764-57.1% |
| Participant deferral / active EE | $6,734 | $7,111-5.3% | $6,710+0.4% | $5,851+15.1% |
| Admin fee / account holder | $193 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |