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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 | $171,927 | $162,136+6.0% | $152,301+12.9% | $154,746+11.1% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 15.51% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,038 | $4,890-78.8% | $4,624-77.6% | $4,379-76.3% |
| Participant deferral / active EE | $6,653 | $8,341-20.2% | $8,004-16.9% | $6,730-1.1% |
| Admin fee / account holder | $3 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |