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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 | $218,165 | $182,442+19.6% | $163,379+33.5% | $138,895+57.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 13.64% | 72.74%-59.1pp | 63.41%-49.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $3,135 | $4,159-24.6% | $3,752-16.4% | $4,194-25.2% |
| Participant deferral / active EE | $10,876 | $6,817+59.5% | $6,282+73.1% | $6,396+70.0% |
| Admin fee / account holder | $38 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |