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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 | $158,382 | $201,259-21.3% | $184,200-14.0% | $145,959+8.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.52% | 28.98%-16.5pp | 28.80%-16.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $6,371 | $7,018-9.2% | $6,424-0.8% | $4,661+36.7% |
| Participant deferral / active EE | $10,467 | $9,806+6.7% | $9,132+14.6% | $6,689+56.5% |
| Admin fee / account holder | $157 | $16,372-99.0% | $13,907-98.9% | $13,398-98.8% |