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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 | $208,114 | $172,111+20.9% | $150,298+38.5% | $137,256+51.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 12.60% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,629 | $4,636-43.3% | $4,154-36.7% | $4,156-36.8% |
| Participant deferral / active EE | $5,296 | $6,166-14.1% | $5,453-2.9% | $6,407-17.3% |
| Admin fee / account holder | $23 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |