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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 | $100,970+26.2% | $96,576+31.9% | $137,256-7.2% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 20.13% | 38.16%-18.0pp | 38.47%-18.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,883 | $3,809+28.2% | $3,553+37.4% | $4,156+17.5% |
| Participant deferral / active EE | $13,162 | $8,286+58.8% | $7,956+65.4% | $6,407+105.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |