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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 | $179,841 | $185,312-3.0% | $161,489+11.4% | $154,746+16.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.93% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $7,271 | $4,769+52.5% | $4,268+70.4% | $4,379+66.0% |
| Participant deferral / active EE | $6,714 | $6,350+5.7% | $5,630+19.3% | $6,730-0.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |