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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 | $162,136+9.3% | $152,301+16.3% | $154,746+14.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.38% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,971 | $4,890-18.8% | $4,624-14.1% | $4,379-9.3% |
| Participant deferral / active EE | $8,545 | $8,341+2.4% | $8,004+6.8% | $6,730+27.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |