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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 | $158,494 | $162,136-2.2% | $152,301+4.1% | $154,746+2.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.53% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,958 | $4,890-60.0% | $4,624-57.7% | $4,379-55.3% |
| Participant deferral / active EE | $14,374 | $8,341+72.3% | $8,004+79.6% | $6,730+113.6% |
| Admin fee / account holder | $111 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |