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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 | $191,902 | $154,228+24.4% | $145,433+32.0% | $137,256+39.8% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 17.14% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,891 | $4,804-19.0% | $4,554-14.6% | $4,156-6.4% |
| Participant deferral / active EE | $12,122 | $8,216+47.5% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |