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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 | $192,835 | $185,312+4.1% | $161,489+19.4% | $154,746+24.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.59% | 103.84%-80.3pp | 89.72%-66.1pp | 172.34%-148.7pp |
| Employer contribution / active EE | $2,504 | $4,769-47.5% | $4,268-41.3% | $4,379-42.8% |
| Participant deferral / active EE | $9,699 | $6,350+52.8% | $5,630+72.3% | $6,730+44.1% |
| Admin fee / account holder | $128 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |