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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 | $186,026 | $136,860+35.9% | $120,344+54.6% | $154,746+20.2% |
| Participation rate | 88.2% | 79.9%+8.3pp | 76.7%+11.5pp | 80.7%+7.5pp |
| Annual return | 20.55% | 21.38%-0.8pp | 20.30%+0.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $19,600 | $3,533+454.8% | $3,020+549.0% | $4,379+347.6% |
| Participant deferral / active EE | $10,312 | $5,793+78.0% | $5,135+100.8% | $6,730+53.2% |
| Admin fee / account holder | $190 | $15,393-98.8% | $12,742-98.5% | $14,365-98.7% |