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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 | $226,346 | $154,228+46.8% | $145,433+55.6% | $137,256+64.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.44% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,765 | $4,804-42.4% | $4,554-39.3% | $4,156-33.5% |
| Participant deferral / active EE | $10,095 | $8,216+22.9% | $7,897+27.8% | $6,407+57.6% |
| Admin fee / account holder | $22 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |