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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 | $170,025 | $155,555+9.3% | $146,866+15.8% | $155,188+9.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 18.24% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,006 | $4,647-78.3% | $4,425-77.3% | $4,248-76.3% |
| Participant deferral / active EE | $2,771 | $8,044-65.6% | $7,759-64.3% | $6,531-57.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |