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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 | $151,741 | $155,555-2.5% | $146,866+3.3% | $155,188-2.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 16.78% | 115.41%-98.6pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,932 | $4,647-36.9% | $4,425-33.7% | $4,248-31.0% |
| Participant deferral / active EE | $14,597 | $8,044+81.5% | $7,759+88.1% | $6,531+123.5% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |