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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 | $189,825 | $110,337+72.0% | $102,383+85.4% | $145,877+30.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 26.93% | 24.83%+2.1pp | 24.94%+2.0pp | 551.28%-524.4pp |
| Employer contribution / active EE | $9,361 | $4,216+122.0% | $3,870+141.9% | $4,663+100.7% |
| Participant deferral / active EE | $9,475 | $5,621+68.6% | $5,060+87.3% | $6,691+41.6% |
| Admin fee / account holder | $279 | $9,750-97.1% | $8,391-96.7% | $13,402-97.9% |