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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 | $238,577 | $211,239+12.9% | $178,528+33.6% | $145,877+63.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.36% | 30.22%-13.9pp | 27.11%-10.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $16,176 | $4,570+254.0% | $3,950+309.5% | $4,663+246.9% |
| Participant deferral / active EE | $14,424 | $6,963+107.2% | $6,278+129.7% | $6,691+115.6% |
| Admin fee / account holder | $214 | $12,095-98.2% | $10,419-97.9% | $13,402-98.4% |