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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 | $160,890 | $172,111-6.5% | $150,298+7.0% | $137,256+17.2% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 14.70% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,674 | $4,636-42.3% | $4,154-35.6% | $4,156-35.7% |
| Participant deferral / active EE | $8,171 | $6,166+32.5% | $5,453+49.9% | $6,407+27.5% |
| Admin fee / account holder | $25 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |