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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 | $183,355 | $136,860+34.0% | $120,344+52.4% | $154,746+18.5% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 18.77% | 21.38%-2.6pp | 20.30%-1.5pp | 172.34%-153.6pp |
| Employer contribution / active EE | $8,025 | $3,533+127.1% | $3,020+165.7% | $4,379+83.2% |
| Participant deferral / active EE | $7,030 | $5,793+21.3% | $5,135+36.9% | $6,730+4.4% |
| Admin fee / account holder | $283 | $15,393-98.2% | $12,742-97.8% | $14,365-98.0% |