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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 | $239,903 | $124,330+93.0% | $109,173+119.7% | $167,536+43.2% |
| Participation rate | 90.5% | 79.5%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 19.49% | 26.04%-6.5pp | 25.75%-6.3pp | 478.82%-459.3pp |
| Employer contribution / active EE | $2,771 | $4,209-34.2% | $3,723-25.6% | $4,839-42.7% |
| Participant deferral / active EE | $8,069 | $5,256+53.5% | $4,654+73.4% | $6,342+27.2% |
| Admin fee / account holder | $2 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |