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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 | $174,379+35.4% | $152,093+55.3% | $138,895+70.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 17.57% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,287 | $4,652-50.8% | $4,175-45.2% | $4,194-45.5% |
| Participant deferral / active EE | $6,100 | $6,159-1.0% | $5,451+11.9% | $6,396-4.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |