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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 | $183,539-16.2% | $155,556-1.1% | $145,897+5.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 13.65% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $6,405 | $5,315+20.5% | $4,675+37.0% | $4,663+37.4% |
| Participant deferral / active EE | $5,846 | $6,467-9.6% | $5,631+3.8% | $6,689-12.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |