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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 | $197,217 | $185,312+6.4% | $161,489+22.1% | $154,746+27.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 14.36% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $6,060 | $4,769+27.1% | $4,268+42.0% | $4,379+38.4% |
| Participant deferral / active EE | $6,962 | $6,350+9.6% | $5,630+23.7% | $6,730+3.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |