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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 | $178,995 | $178,174+0.5% | $156,181+14.6% | $137,256+30.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 46.91% | 84.19%-37.3pp | 64.87%-18.0pp | 220.34%-173.4pp |
| Employer contribution / active EE | $1,772 | $4,972-64.4% | $4,294-58.7% | $4,156-57.4% |
| Participant deferral / active EE | $6,315 | $6,888-8.3% | $6,132+3.0% | $6,407-1.4% |
| Admin fee / account holder | $11 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |