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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 | $182,395 | $201,372-9.4% | $184,260-1.0% | $145,884+25.0% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.3pp |
| Annual return | 36.74% | 29.04%+7.7pp | 28.84%+7.9pp | 551.85%-515.1pp |
| Employer contribution / active EE | $5,595 | $7,024-20.3% | $6,427-12.9% | $4,662+20.0% |
| Participant deferral / active EE | $13,845 | $9,808+41.2% | $9,133+51.6% | $6,690+107.0% |
| Admin fee / account holder | $154 | $16,362-99.1% | $13,898-98.9% | $13,392-98.8% |