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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 | $153,820 | $183,592-16.2% | $155,574-1.1% | $145,877+5.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 13.65% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $6,405 | $5,317+20.5% | $4,676+37.0% | $4,663+37.4% |
| Participant deferral / active EE | $5,846 | $6,466-9.6% | $5,629+3.8% | $6,691-12.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |