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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 | $186,429 | $172,111+8.3% | $150,298+24.0% | $137,256+35.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.85% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,965 | $4,636+7.1% | $4,154+19.5% | $4,156+19.5% |
| Participant deferral / active EE | $9,462 | $6,166+53.5% | $5,453+73.5% | $6,407+47.7% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |