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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 | $199,109-8.3% | $173,730+5.1% | $154,746+18.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 15.09% | 20.02%-4.9pp | 19.96%-4.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $8,278 | $5,311+55.9% | $4,577+80.8% | $4,379+89.0% |
| Participant deferral / active EE | $10,665 | $7,113+49.9% | $6,326+68.6% | $6,730+58.5% |
| Admin fee / account holder | $4 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |