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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 | $128,042 | $72,272+77.2% | $101,264+26.4% | $79,858+60.3% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 15.54% | 22.30%-6.8pp | 46.48%-30.9pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,354 | $2,692+24.6% | $3,660-8.4% | $2,471+35.7% |
| Participant deferral / active EE | $8,640 | $3,282+163.3% | $4,370+97.7% | $3,740+131.0% |
| Admin fee / account holder | $244 | $4,401-94.5% | $5,947-95.9% | $5,306-95.4% |