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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 | $64,155 | $162,136-60.4% | $152,301-57.9% | $154,746-58.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 22.38% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,924 | $4,890-60.7% | $4,624-58.4% | $4,379-56.1% |
| Participant deferral / active EE | $7,048 | $8,341-15.5% | $8,004-11.9% | $6,730+4.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |