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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 | $156,398+22.7% | $147,318+30.3% | $138,895+38.2% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 17.14% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,891 | $4,853-19.8% | $4,593-15.3% | $4,194-7.2% |
| Participant deferral / active EE | $12,122 | $8,237+47.2% | $7,906+53.3% | $6,396+89.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |