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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 | $190,271 | $172,111+10.6% | $150,298+26.6% | $137,256+38.6% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 15.23% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $6,358 | $4,636+37.1% | $4,154+53.1% | $4,156+53.0% |
| Participant deferral / active EE | $4,758 | $6,166-22.8% | $5,453-12.7% | $6,407-25.7% |
| Admin fee / account holder | $157 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |