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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 | $219,468 | $201,370+9.0% | $184,256+19.1% | $145,897+50.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.20% | 29.05%+1.1pp | 28.85%+1.4pp | 552.29%-522.1pp |
| Employer contribution / active EE | $9,321 | $7,024+32.7% | $6,427+45.0% | $4,663+99.9% |
| Participant deferral / active EE | $16,786 | $9,808+71.1% | $9,133+83.8% | $6,689+150.9% |
| Admin fee / account holder | $102 | $16,364-99.4% | $13,899-99.3% | $13,390-99.2% |