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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 | $147,181 | $162,136-9.2% | $152,301-3.4% | $154,746-4.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.53% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,981 | $4,890-59.5% | $4,624-57.2% | $4,379-54.8% |
| Participant deferral / active EE | $8,261 | $8,341-1.0% | $8,004+3.2% | $6,730+22.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |