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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 | $156,398+34.0% | $147,318+42.2% | $138,895+50.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 17.20% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $7,514 | $4,853+54.8% | $4,593+63.6% | $4,194+79.2% |
| Participant deferral / active EE | $3,779 | $8,237-54.1% | $7,906-52.2% | $6,396-40.9% |
| Admin fee / account holder | $174 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |