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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 | $80,298 | $183,516-56.2% | $155,534-48.4% | $145,884-45.0% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 15.70% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $5,721 | $5,315+7.6% | $4,675+22.4% | $4,662+22.7% |
| Participant deferral / active EE | $6,397 | $6,467-1.1% | $5,630+13.6% | $6,690-4.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |