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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 | $186,062 | $138,393+34.4% | $184,256+1.0% | $80,959+129.8% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.7%+24.3pp |
| Annual return | 18.87% | 20.01%-1.1pp | 28.85%-10.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $14,675 | $4,847+202.8% | $6,427+128.3% | $2,757+432.3% |
| Participant deferral / active EE | $18,292 | $7,076+158.5% | $9,133+100.3% | $4,300+325.4% |
| Admin fee / account holder | $81 | $10,489-99.2% | $13,899-99.4% | $6,925-98.8% |