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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 | $173,380 | $154,228+12.4% | $145,433+19.2% | $137,256+26.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.38% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,474 | $4,804+34.8% | $4,554+42.1% | $4,156+55.8% |
| Participant deferral / active EE | $6,894 | $8,216-16.1% | $7,897-12.7% | $6,407+7.6% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |