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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 | $184,921 | $154,228+19.9% | $145,433+27.2% | $137,256+34.7% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 17.01% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,254 | $4,804-11.4% | $4,554-6.6% | $4,156+2.4% |
| Participant deferral / active EE | $9,165 | $8,216+11.5% | $7,897+16.1% | $6,407+43.1% |
| Admin fee / account holder | $68 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |