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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 | $228,628 | $111,814+104.5% | $103,378+121.2% | $145,978+56.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.58% | 24.80%-9.2pp | 24.91%-9.3pp | 550.52%-534.9pp |
| Employer contribution / active EE | $5,041 | $4,215+19.6% | $3,870+30.2% | $4,662+8.1% |
| Participant deferral / active EE | $14,455 | $5,618+157.3% | $5,058+185.8% | $6,690+116.1% |
| Admin fee / account holder | $163 | $9,764-98.3% | $8,401-98.1% | $13,400-98.8% |