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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 | $162,888 | $154,228+5.6% | $145,433+12.0% | $137,256+18.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,259 | $4,804-32.2% | $4,554-28.4% | $4,156-21.6% |
| Participant deferral / active EE | $13,008 | $8,216+58.3% | $7,897+64.7% | $6,407+103.0% |
| Admin fee / account holder | $8 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |