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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 | $177,897 | $181,062-1.7% | $158,223+12.4% | $155,188+14.6% |
| Participation rate | 76.9% | 82.7%-5.7pp | 79.2%-2.3pp | 80.8%-3.9pp |
| Annual return | 20.12% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,523 | $4,565-66.6% | $4,109-62.9% | $4,248-64.1% |
| Participant deferral / active EE | $10,192 | $6,134+66.1% | $5,467+86.4% | $6,531+56.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |