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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 | $156,398+10.9% | $147,318+17.7% | $138,895+24.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.38% | 78.75%-61.4pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $6,474 | $4,853+33.4% | $4,593+41.0% | $4,194+54.4% |
| Participant deferral / active EE | $6,894 | $8,237-16.3% | $7,906-12.8% | $6,396+7.8% |
| Admin fee / account holder | $59 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |