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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 | $116,573 | $87,166+33.7% | $76,735+51.9% | $137,256-15.1% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 12.19% | 26.50%-14.3pp | 29.77%-17.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,948 | $2,904+1.5% | $2,454+20.1% | $4,156-29.1% |
| Participant deferral / active EE | $14,680 | $4,726+210.6% | $4,088+259.1% | $6,407+129.1% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |