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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 | $186,011 | $156,398+18.9% | $147,318+26.3% | $138,895+33.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 18.50% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $6,002 | $4,853+23.7% | $4,593+30.7% | $4,194+43.1% |
| Participant deferral / active EE | $11,463 | $8,237+39.2% | $7,906+45.0% | $6,396+79.2% |
| Admin fee / account holder | $17 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |