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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 | $158,102 | $154,228+2.5% | $145,433+8.7% | $137,256+15.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,459 | $4,804-28.0% | $4,554-24.0% | $4,156-16.8% |
| Participant deferral / active EE | $8,343 | $8,216+1.5% | $7,897+5.6% | $6,407+30.2% |
| Admin fee / account holder | $275 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |