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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 | $187,555 | $139,948+34.0% | $121,663+54.2% | $154,746+21.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.36% | 230.52%-212.2pp | 147.54%-129.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,827 | $3,521-48.1% | $3,020-39.5% | $4,379-58.3% |
| Participant deferral / active EE | $5,989 | $5,629+6.4% | $4,887+22.5% | $6,730-11.0% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |