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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 | $123,755 | $196,972-37.2% | $182,262-32.1% | $198,609-37.7% |
| Participation rate | 78.9% | 85.7%-6.7pp | 84.2%-5.3pp | 82.4%-3.4pp |
| Annual return | 19.07% | 158.27%-139.2pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $3,703 | $5,364-31.0% | $5,046-26.6% | $5,055-26.8% |
| Participant deferral / active EE | $9,281 | $8,643+7.4% | $8,276+12.1% | $6,977+33.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |