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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 | $107,733+8.2% | $92,985+25.4% | $154,746-24.7% |
| Participation rate | 71.4% | 74.6%-3.1pp | 69.5%+1.9pp | 80.7%-9.3pp |
| Annual return | 12.19% | 30.39%-18.2pp | 27.99%-15.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,948 | $3,126-5.7% | $2,662+10.7% | $4,379-32.7% |
| Participant deferral / active EE | $14,680 | $5,053+190.5% | $4,377+235.4% | $6,730+118.1% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |