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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 | $152,076 | $154,228-1.4% | $145,433+4.6% | $137,256+10.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.19% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,285 | $4,804-31.6% | $4,554-27.9% | $4,156-21.0% |
| Participant deferral / active EE | $11,513 | $8,216+40.1% | $7,897+45.8% | $6,407+79.7% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |