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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 | $217,214 | $174,379+24.6% | $152,093+42.8% | $138,895+56.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 12.67% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,372 | $4,652-49.0% | $4,175-43.2% | $4,194-43.5% |
| Participant deferral / active EE | $7,913 | $6,159+28.5% | $5,451+45.2% | $6,396+23.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |