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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 | $214,246 | $135,905+57.6% | $126,068+69.9% | $198,609+7.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 16.79% | 14.07%+2.7pp | 15.01%+1.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $4,271 | $4,245+0.6% | $3,968+7.6% | $5,055-15.5% |
| Participant deferral / active EE | $10,714 | $8,523+25.7% | $8,214+30.4% | $6,977+53.6% |
| Admin fee / account holder | $5 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |