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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 | $157,250 | $155,555+1.1% | $146,866+7.1% | $155,188+1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.71% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,704 | $4,647-63.3% | $4,425-61.5% | $4,248-59.9% |
| Participant deferral / active EE | $6,849 | $8,044-14.9% | $7,759-11.7% | $6,531+4.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |