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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 | $185,312+0.6% | $161,489+15.4% | $154,746+20.5% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 20.85% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $4,965 | $4,769+4.1% | $4,268+16.3% | $4,379+13.4% |
| Participant deferral / active EE | $9,462 | $6,350+49.0% | $5,630+68.1% | $6,730+40.6% |
| Admin fee / account holder | $9 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |