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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 | $175,594 | $181,062-3.0% | $158,223+11.0% | $155,188+13.1% |
| Participation rate | 84.2% | 82.7%+1.6pp | 79.2%+5.0pp | 80.8%+3.4pp |
| Annual return | 22.45% | 57.39%-34.9pp | 52.09%-29.6pp | 148.84%-126.4pp |
| Employer contribution / active EE | $2,728 | $4,565-40.2% | $4,109-33.6% | $4,248-35.8% |
| Participant deferral / active EE | $5,729 | $6,134-6.6% | $5,467+4.8% | $6,531-12.3% |
| Admin fee / account holder | $3 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |