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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 | $156,398+8.7% | $147,318+15.4% | $138,895+22.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 18.24% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,006 | $4,853-79.3% | $4,593-78.1% | $4,194-76.0% |
| Participant deferral / active EE | $2,771 | $8,237-66.4% | $7,906-65.0% | $6,396-56.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |