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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 | $198,366 | $174,379+13.8% | $152,093+30.4% | $138,895+42.8% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 19.24% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,636 | $4,652-21.8% | $4,175-12.9% | $4,194-13.3% |
| Participant deferral / active EE | $6,794 | $6,159+10.3% | $5,451+24.6% | $6,396+6.2% |
| Admin fee / account holder | $22 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |