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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 | $242,966 | $181,896+33.6% | $156,551+55.2% | $273,972-11.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 5.14% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $6,475 | $6,248+3.6% | $5,501+17.7% | $4,869+33.0% |
| Participant deferral / active EE | $7,533 | $5,550+35.7% | $4,871+54.7% | $5,287+42.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |