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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 | $151,300 | $171,930-12.0% | $151,2660% | $154,746-2.2% |
| Participation rate | 87.5% | 80.5%+7.0pp | 77.0%+10.5pp | 80.7%+6.8pp |
| Annual return | 18.96% | 242.03%-223.1pp | 180.60%-161.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $8,810 | $4,710+87.0% | $4,237+107.9% | $4,379+101.2% |
| Participant deferral / active EE | $13,557 | $8,191+65.5% | $7,337+84.8% | $6,730+101.4% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |