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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 | $61,031 | $155,555-60.8% | $146,866-58.4% | $155,188-60.7% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 28.16% | 115.41%-87.3pp | 102.85%-74.7pp | 148.84%-120.7pp |
| Employer contribution / active EE | $4,806 | $4,647+3.4% | $4,425+8.6% | $4,248+13.1% |
| Participant deferral / active EE | $23,847 | $8,044+196.4% | $7,759+207.3% | $6,531+265.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |