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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 | $181,410 | $185,312-2.1% | $161,489+12.3% | $154,746+17.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 58.64% | 103.84%-45.2pp | 89.72%-31.1pp | 172.34%-113.7pp |
| Employer contribution / active EE | $3,118 | $4,769-34.6% | $4,268-27.0% | $4,379-28.8% |
| Participant deferral / active EE | $8,860 | $6,350+39.5% | $5,630+57.4% | $6,730+31.6% |
| Admin fee / account holder | $21 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |