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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 | $142,888 | $100,970+41.5% | $96,576+48.0% | $137,256+4.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 17.47% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,645 | $3,809-30.6% | $3,553-25.6% | $4,156-36.4% |
| Participant deferral / active EE | $5,095 | $8,286-38.5% | $7,956-36.0% | $6,407-20.5% |
| Admin fee / account holder | $1 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |