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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 | $177,897 | $174,379+2.0% | $152,093+17.0% | $138,895+28.1% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 20.12% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,523 | $4,652-67.3% | $4,175-63.5% | $4,194-63.7% |
| Participant deferral / active EE | $10,192 | $6,159+65.5% | $5,451+87.0% | $6,396+59.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |