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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 | $175,768 | $165,381+6.3% | $149,730+17.4% | $158,966+10.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.69% | 348.29%-338.6pp | 276.70%-267.0pp | 302.95%-293.3pp |
| Employer contribution / active EE | $4,188 | $5,104-17.9% | $4,645-9.8% | $4,762-12.1% |
| Participant deferral / active EE | $12,313 | $7,182+71.4% | $6,843+80.0% | $5,983+105.8% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |