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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 | $174,887 | $183,592-4.7% | $155,574+12.4% | $145,877+19.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 19.86% | 61.37%-41.5pp | 64.87%-45.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $1,729 | $5,317-67.5% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $2,773 | $6,466-57.1% | $5,629-50.7% | $6,691-58.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |