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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 | $172,503 | $156,398+10.3% | $147,318+17.1% | $138,895+24.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 15.54% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,386 | $4,853-30.2% | $4,593-26.3% | $4,194-19.3% |
| Participant deferral / active EE | $6,438 | $8,237-21.8% | $7,906-18.6% | $6,396+0.7% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |