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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 | $188,854 | $157,304+20.1% | $141,197+33.8% | $152,909+23.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 30.21% | 64.34%-34.1pp | 71.41%-41.2pp | 345.46%-315.3pp |
| Employer contribution / active EE | $3,876 | $5,263-26.3% | $4,736-18.2% | $4,764-18.6% |
| Participant deferral / active EE | $8,576 | $7,111+20.6% | $6,710+27.8% | $5,851+46.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |