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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 | $156,801 | $174,379-10.1% | $152,093+3.1% | $138,895+12.9% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 16.29% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,512 | $4,652-24.5% | $4,175-15.9% | $4,194-16.3% |
| Participant deferral / active EE | $10,855 | $6,159+76.2% | $5,451+99.1% | $6,396+69.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |