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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 | $182,536 | $178,174+2.4% | $156,181+16.9% | $137,256+33.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 15.09% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $8,278 | $4,972+66.5% | $4,294+92.8% | $4,156+99.2% |
| Participant deferral / active EE | $10,665 | $6,888+54.8% | $6,132+73.9% | $6,407+66.5% |
| Admin fee / account holder | $4 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |