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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 | $216,181 | $185,312+16.7% | $161,489+33.9% | $154,746+39.7% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 11.31% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $5,293 | $4,769+11.0% | $4,268+24.0% | $4,379+20.9% |
| Participant deferral / active EE | $5,850 | $6,350-7.9% | $5,630+3.9% | $6,730-13.1% |
| Admin fee / account holder | $144 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |