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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 | $196,114 | $156,398+25.4% | $147,318+33.1% | $138,895+41.2% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 20.80% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,562 | $4,853-67.8% | $4,593-66.0% | $4,194-62.7% |
| Participant deferral / active EE | $7,034 | $8,237-14.6% | $7,906-11.0% | $6,396+10.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |