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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 | $183,498 | $155,555+18.0% | $146,866+24.9% | $155,188+18.2% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 17.78% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $10,920 | $4,647+135.0% | $4,425+146.8% | $4,248+157.1% |
| Participant deferral / active EE | $11,696 | $8,044+45.4% | $7,759+50.7% | $6,531+79.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |