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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 | $121,011 | $162,136-25.4% | $152,301-20.5% | $154,746-21.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 26.29% | 91.02%-64.7pp | 80.50%-54.2pp | 172.34%-146.0pp |
| Employer contribution / active EE | $4,622 | $4,890-5.5% | $4,6240% | $4,379+5.6% |
| Participant deferral / active EE | $8,479 | $8,341+1.7% | $8,004+5.9% | $6,730+26.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |