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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 | $100,532 | $162,136-38.0% | $152,301-34.0% | $154,746-35.0% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 19.88% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $9,820 | $4,890+100.8% | $4,624+112.3% | $4,379+124.2% |
| Participant deferral / active EE | $15,881 | $8,341+90.4% | $8,004+98.4% | $6,730+136.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |