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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 | $185,312-4.0% | $161,489+10.2% | $154,746+15.0% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 20.12% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,523 | $4,769-68.1% | $4,268-64.3% | $4,379-65.2% |
| Participant deferral / active EE | $10,192 | $6,350+60.5% | $5,630+81.0% | $6,730+51.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |