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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 | $138,385+34.5% | $184,200+1.0% | $80,874+130.1% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 18.87% | 20.02%-1.1pp | 28.80%-9.9pp | 35.62%-16.7pp |
| Employer contribution / active EE | $14,675 | $4,849+202.6% | $6,424+128.4% | $2,756+432.6% |
| Participant deferral / active EE | $18,292 | $7,073+158.6% | $9,132+100.3% | $4,297+325.7% |
| Admin fee / account holder | $81 | $10,483-99.2% | $13,907-99.4% | $6,935-98.8% |