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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 | $181,062+9.6% | $158,223+25.4% | $155,188+27.8% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 19.24% | 57.39%-38.1pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $3,636 | $4,565-20.3% | $4,109-11.5% | $4,248-14.4% |
| Participant deferral / active EE | $6,794 | $6,134+10.7% | $5,467+24.3% | $6,531+4.0% |
| Admin fee / account holder | $22 | $18,825-99.9% | $16,047-99.9% | $14,480-99.8% |