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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 | $190,552 | $172,111+10.7% | $150,298+26.8% | $137,256+38.8% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 13.05% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,926 | $4,636-36.9% | $4,154-29.6% | $4,156-29.6% |
| Participant deferral / active EE | $4,701 | $6,166-23.8% | $5,453-13.8% | $6,407-26.6% |
| Admin fee / account holder | $217 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |