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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 | $129,615 | $156,398-17.1% | $147,318-12.0% | $138,895-6.7% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 79.9%+10.6pp |
| Annual return | 18.24% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,709 | $4,853-3.0% | $4,593+2.5% | $4,194+12.3% |
| Participant deferral / active EE | $10,695 | $8,237+29.8% | $7,906+35.3% | $6,396+67.2% |
| Admin fee / account holder | $53 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |