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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 | $177,178 | $196,972-10.0% | $182,262-2.8% | $198,609-10.8% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 19.38% | 158.27%-138.9pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,971 | $5,364-26.0% | $5,046-21.3% | $5,055-21.4% |
| Participant deferral / active EE | $8,545 | $8,643-1.1% | $8,276+3.2% | $6,977+22.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |