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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 | $136,388 | $148,582-8.2% | $135,942+0.3% | $139,456-2.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.00% | 79.26%-57.3pp | 68.28%-46.3pp | 373.45%-351.5pp |
| Employer contribution / active EE | $19,517 | $5,245+272.1% | $4,858+301.8% | $4,753+310.6% |
| Participant deferral / active EE | $5,946 | $8,101-26.6% | $7,759-23.4% | $6,711-11.4% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |