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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 | $236,163 | $181,062+30.4% | $158,223+49.3% | $155,188+52.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 17.57% | 57.39%-39.8pp | 52.09%-34.5pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,287 | $4,565-49.9% | $4,109-44.3% | $4,248-46.2% |
| Participant deferral / active EE | $6,100 | $6,134-0.6% | $5,467+11.6% | $6,531-6.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |