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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 | $196,114 | $155,555+26.1% | $146,866+33.5% | $155,188+26.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 20.80% | 115.41%-94.6pp | 102.85%-82.1pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,562 | $4,647-66.4% | $4,425-64.7% | $4,248-63.2% |
| Participant deferral / active EE | $7,034 | $8,044-12.6% | $7,759-9.4% | $6,531+7.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |