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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 | $107,735 | $162,136-33.6% | $152,301-29.3% | $154,746-30.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.21% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $5,646 | $4,890+15.5% | $4,624+22.1% | $4,379+28.9% |
| Participant deferral / active EE | $15,877 | $8,341+90.4% | $8,004+98.4% | $6,730+135.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |