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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 | $97,289+120.2% | $92,805+130.9% | $155,188+38.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.79% | 29.03%-12.2pp | 31.59%-14.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $4,271 | $3,632+17.6% | $3,424+24.7% | $4,248+0.5% |
| Participant deferral / active EE | $10,714 | $8,795+21.8% | $8,448+26.8% | $6,531+64.1% |
| Admin fee / account holder | $5 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |