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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 | $183,782 | $185,312-0.8% | $161,489+13.8% | $154,746+18.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.82% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,913 | $4,769-59.9% | $4,268-55.2% | $4,379-56.3% |
| Participant deferral / active EE | $6,403 | $6,350+0.8% | $5,630+13.7% | $6,730-4.9% |
| Admin fee / account holder | $19 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |