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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 | $174,657 | $172,111+1.5% | $150,298+16.2% | $137,256+27.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.92% | 69.37%-55.4pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,887 | $4,636-37.7% | $4,154-30.5% | $4,156-30.5% |
| Participant deferral / active EE | $6,357 | $6,166+3.1% | $5,453+16.6% | $6,407-0.8% |
| Admin fee / account holder | $59 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |