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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 | $164,214 | $183,516-10.5% | $155,534+5.6% | $145,884+12.6% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 20.08% | 61.43%-41.3pp | 64.92%-44.8pp | 551.85%-531.8pp |
| Employer contribution / active EE | $2,164 | $5,315-59.3% | $4,675-53.7% | $4,662-53.6% |
| Participant deferral / active EE | $7,355 | $6,467+13.7% | $5,630+30.6% | $6,690+9.9% |
| Admin fee / account holder | $212 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |