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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 | $186,697 | $174,379+7.1% | $152,093+22.8% | $138,895+34.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.46% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $6,230 | $4,652+33.9% | $4,175+49.2% | $4,194+48.5% |
| Participant deferral / active EE | $3,441 | $6,159-44.1% | $5,451-36.9% | $6,396-46.2% |
| Admin fee / account holder | $271 | $16,880-98.4% | $14,497-98.1% | $12,562-97.8% |