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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 | $169,077 | $174,379-3.0% | $152,093+11.2% | $138,895+21.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 15.13% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,893 | $4,652-16.3% | $4,175-6.8% | $4,194-7.2% |
| Participant deferral / active EE | $12,866 | $6,159+108.9% | $5,451+136.0% | $6,396+101.1% |
| Admin fee / account holder | $44 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |