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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 | $172,111+14.6% | $150,298+31.2% | $137,256+43.7% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.36% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,060 | $4,636+30.7% | $4,154+45.9% | $4,156+45.8% |
| Participant deferral / active EE | $6,962 | $6,166+12.9% | $5,453+27.7% | $6,407+8.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |