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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 | $190,104 | $178,174+6.7% | $156,181+21.7% | $137,256+38.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 20.03% | 84.19%-64.2pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,133 | $4,972-57.1% | $4,294-50.3% | $4,156-48.7% |
| Participant deferral / active EE | $10,640 | $6,888+54.5% | $6,132+73.5% | $6,407+66.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |