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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 | $119,804 | $92,798+29.1% | $96,707+23.9% | $137,256-12.7% |
| Participation rate | 88.9% | 81.6%+7.2pp | 80.4%+8.5pp | 80.0%+8.9pp |
| Annual return | 17.73% | 31.24%-13.5pp | 34.78%-17.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $14,754 | $4,147+255.7% | $4,191+252.0% | $4,156+255.0% |
| Participant deferral / active EE | $7,230 | $5,877+23.0% | $5,997+20.6% | $6,407+12.8% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |