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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 | $211,965 | $155,555+36.3% | $146,866+44.3% | $155,188+36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.61% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,953 | $4,647-58.0% | $4,425-55.9% | $4,248-54.0% |
| Participant deferral / active EE | $4,460 | $8,044-44.6% | $7,759-42.5% | $6,531-31.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |