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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 | $121,828 | $181,062-32.7% | $158,223-23.0% | $155,188-21.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.69% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,435 | $4,565-46.7% | $4,109-40.7% | $4,248-42.7% |
| Participant deferral / active EE | $7,573 | $6,134+23.4% | $5,467+38.5% | $6,531+15.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |