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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 | $205,770 | $162,136+26.9% | $152,301+35.1% | $154,746+33.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 16.86% | 91.02%-74.2pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $4,257 | $4,890-12.9% | $4,624-7.9% | $4,379-2.8% |
| Participant deferral / active EE | $8,688 | $8,341+4.2% | $8,004+8.5% | $6,730+29.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |