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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 | $106,579 | $155,555-31.5% | $146,866-27.4% | $155,188-31.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 15.18% | 115.41%-100.2pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,530 | $4,647-24.0% | $4,425-20.2% | $4,248-16.9% |
| Participant deferral / active EE | $7,787 | $8,044-3.2% | $7,759+0.4% | $6,531+19.2% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |