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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 | $212,092 | $107,666+97.0% | $102,184+107.6% | $154,746+37.1% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 18.95% | 29.33%-10.4pp | 31.58%-12.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $4,483 | $3,846+16.6% | $3,594+24.8% | $4,379+2.4% |
| Participant deferral / active EE | $13,766 | $8,719+57.9% | $8,309+65.7% | $6,730+104.5% |
| Admin fee / account holder | $76 | $12,943-99.4% | $11,609-99.3% | $14,365-99.5% |