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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 | $181,955 | $178,174+2.1% | $156,181+16.5% | $137,256+32.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.89% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,888 | $4,972+38.6% | $4,294+60.4% | $4,156+65.7% |
| Participant deferral / active EE | $6,888 | $6,8880% | $6,132+12.3% | $6,407+7.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |