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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 | $226,206 | $154,228+46.7% | $145,433+55.5% | $137,256+64.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.32% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,577 | $4,804-46.4% | $4,554-43.4% | $4,156-38.0% |
| Participant deferral / active EE | $10,591 | $8,216+28.9% | $7,897+34.1% | $6,407+65.3% |
| Admin fee / account holder | $13 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |