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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 | $179,160 | $176,838+1.3% | $146,685+22.1% | $167,518+6.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.17% | 24.04%-6.9pp | 22.75%-5.6pp | 478.71%-461.5pp |
| Employer contribution / active EE | $5,171 | $5,161+0.2% | $4,137+25.0% | $4,838+6.9% |
| Participant deferral / active EE | $10,100 | $6,441+56.8% | $5,507+83.4% | $6,342+59.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |