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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 | $127,387 | $102,609+24.1% | $98,090+29.9% | $138,895-8.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 20.13% | 36.44%-16.3pp | 37.05%-16.9pp | 145.39%-125.3pp |
| Employer contribution / active EE | $4,883 | $3,867+26.3% | $3,606+35.4% | $4,194+16.4% |
| Participant deferral / active EE | $13,162 | $8,167+61.2% | $7,845+67.8% | $6,396+105.8% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |