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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 | $89,686 | $155,555-42.3% | $146,866-38.9% | $155,188-42.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 19.60% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.2pp |
| Employer contribution / active EE | $4,450 | $4,647-4.2% | $4,425+0.6% | $4,248+4.8% |
| Participant deferral / active EE | $11,052 | $8,044+37.4% | $7,759+42.4% | $6,531+69.2% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |