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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 | $180,529 | $136,860+31.9% | $120,344+50.0% | $154,746+16.7% |
| Participation rate | 87.0% | 79.9%+7.1pp | 76.7%+10.2pp | 80.7%+6.3pp |
| Annual return | 16.56% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,304 | $3,533-6.5% | $3,020+9.4% | $4,379-24.6% |
| Participant deferral / active EE | $8,741 | $5,793+50.9% | $5,135+70.2% | $6,730+29.9% |
| Admin fee / account holder | $271 | $15,393-98.2% | $12,742-97.9% | $14,365-98.1% |