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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 | $153,826 | $172,111-10.6% | $150,298+2.3% | $137,256+12.1% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.59% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,325 | $4,636-28.3% | $4,154-20.0% | $4,156-20.0% |
| Participant deferral / active EE | $9,479 | $6,166+53.7% | $5,453+73.8% | $6,407+47.9% |
| Admin fee / account holder | $88 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |