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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 | $85,973 | $154,228-44.3% | $145,433-40.9% | $137,256-37.4% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 79.85% | 74.59%+5.3pp | 66.58%+13.3pp | 220.34%-140.5pp |
| Employer contribution / active EE | $6,127 | $4,804+27.5% | $4,554+34.5% | $4,156+47.4% |
| Participant deferral / active EE | $11,278 | $8,216+37.3% | $7,897+42.8% | $6,407+76.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |