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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 | $209,517 | $154,228+35.8% | $145,433+44.1% | $137,256+52.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.20% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $7,514 | $4,804+56.4% | $4,554+65.0% | $4,156+80.8% |
| Participant deferral / active EE | $3,779 | $8,216-54.0% | $7,897-52.1% | $6,407-41.0% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |