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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 | $139,064 | $209,336-33.6% | $197,124-29.5% | $137,256+1.3% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 19.61% | 48.09%-28.5pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,150 | $6,591+38.8% | $6,227+46.9% | $4,156+120.2% |
| Participant deferral / active EE | $11,012 | $9,614+14.5% | $9,135+20.6% | $6,407+71.9% |
| Admin fee / account holder | $14 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |