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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 | $178,398 | $185,312-3.7% | $161,489+10.5% | $154,746+15.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.17% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,086 | $4,769-35.3% | $4,268-27.7% | $4,379-29.5% |
| Participant deferral / active EE | $18,057 | $6,350+184.4% | $5,630+220.7% | $6,730+168.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |