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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 | $146,444 | $181,062-19.1% | $158,223-7.4% | $155,188-5.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.62% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,678 | $4,565-63.2% | $4,109-59.2% | $4,248-60.5% |
| Participant deferral / active EE | $9,158 | $6,134+49.3% | $5,467+67.5% | $6,531+40.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |