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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 | $160,525 | $154,228+4.1% | $145,433+10.4% | $137,256+17.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.07% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,999 | $4,804-16.7% | $4,554-12.2% | $4,156-3.8% |
| Participant deferral / active EE | $4,323 | $8,216-47.4% | $7,897-45.3% | $6,407-32.5% |
| Admin fee / account holder | $182 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |