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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 | $160,041 | $174,379-8.2% | $152,093+5.2% | $138,895+15.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.37% | 74.86%-54.5pp | 66.36%-46.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $3,128 | $4,652-32.8% | $4,175-25.1% | $4,194-25.4% |
| Participant deferral / active EE | $22,049 | $6,159+258.0% | $5,451+304.5% | $6,396+244.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |