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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 | $129,222 | $162,136-20.3% | $152,301-15.2% | $154,746-16.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.46% | 91.02%-70.6pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $3,624 | $4,890-25.9% | $4,624-21.6% | $4,379-17.3% |
| Participant deferral / active EE | $8,935 | $8,341+7.1% | $8,004+11.6% | $6,730+32.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |