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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 | $160,525 | $155,555+3.2% | $146,866+9.3% | $155,188+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.07% | 115.41%-101.3pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $3,999 | $4,647-13.9% | $4,425-9.6% | $4,248-5.8% |
| Participant deferral / active EE | $4,323 | $8,044-46.3% | $7,759-44.3% | $6,531-33.8% |
| Admin fee / account holder | $182 | $14,755-98.8% | $13,620-98.7% | $14,480-98.7% |