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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 | $152,915 | $155,555-1.7% | $146,866+4.1% | $155,188-1.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.41% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $3,927 | $4,647-15.5% | $4,425-11.2% | $4,248-7.5% |
| Participant deferral / active EE | $16,323 | $8,044+102.9% | $7,759+110.4% | $6,531+149.9% |
| Admin fee / account holder | $83 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |