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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 | $163,049 | $155,555+4.8% | $146,866+11.0% | $155,188+5.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 18.01% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,217 | $4,647-30.8% | $4,425-27.3% | $4,248-24.3% |
| Participant deferral / active EE | $8,228 | $8,044+2.3% | $7,759+6.0% | $6,531+26.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |