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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 | $200,861 | $154,228+30.2% | $145,433+38.1% | $137,256+46.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.46% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,950 | $4,804-38.6% | $4,554-35.2% | $4,156-29.0% |
| Participant deferral / active EE | $11,509 | $8,216+40.1% | $7,897+45.7% | $6,407+79.6% |
| Admin fee / account holder | $107 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |