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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 | $181,062+8.9% | $158,223+24.6% | $155,188+27.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 14.36% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $6,060 | $4,565+32.8% | $4,109+47.5% | $4,248+42.7% |
| Participant deferral / active EE | $6,962 | $6,134+13.5% | $5,467+27.3% | $6,531+6.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |