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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 | $203,356 | $165,381+23.0% | $149,730+35.8% | $158,966+27.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.85% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $8,333 | $5,104+63.3% | $4,645+79.4% | $4,762+75.0% |
| Participant deferral / active EE | $7,828 | $7,182+9.0% | $6,843+14.4% | $5,983+30.8% |
| Admin fee / account holder | $209 | $10,809-98.1% | $9,310-97.8% | $11,250-98.1% |