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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 | $150,566 | $156,398-3.7% | $147,318+2.2% | $138,895+8.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 18.47% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $6,093 | $4,853+25.6% | $4,593+32.7% | $4,194+45.3% |
| Participant deferral / active EE | $17,181 | $8,237+108.6% | $7,906+117.3% | $6,396+168.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |