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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 | $186,235 | $172,111+8.2% | $150,298+23.9% | $137,256+35.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.55% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $12,044 | $4,636+159.8% | $4,154+189.9% | $4,156+189.8% |
| Participant deferral / active EE | $6,616 | $6,166+7.3% | $5,453+21.3% | $6,407+3.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |