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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 | $169,571 | $154,228+9.9% | $145,433+16.6% | $137,256+23.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.91% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,958 | $4,804+24.0% | $4,554+30.8% | $4,156+43.4% |
| Participant deferral / active EE | $18,284 | $8,216+122.5% | $7,897+131.5% | $6,407+185.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |