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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 | $109,474 | $54,541+100.7% | $78,778+39.0% | $70,126+56.1% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.2%+0.8pp | 69.5%+0.5pp |
| Annual return | 13.91% | 21.07%-7.2pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,340 | $1,089+206.8% | $1,986+68.2% | $2,343+42.6% |
| Participant deferral / active EE | $3,348 | $2,210+51.5% | $2,958+13.2% | $3,332+0.5% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |