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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 | $172,279 | $185,312-7.0% | $161,489+6.7% | $154,746+11.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.52% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $4,334 | $4,769-9.1% | $4,268+1.5% | $4,379-1.0% |
| Participant deferral / active EE | $17,336 | $6,350+173.0% | $5,630+207.9% | $6,730+157.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |