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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 | $140,184 | $87,166+60.8% | $76,735+82.7% | $137,256+2.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 18.93% | 26.50%-7.6pp | 29.77%-10.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,314 | $2,904-20.3% | $2,454-5.7% | $4,156-44.3% |
| Participant deferral / active EE | $7,791 | $4,726+64.8% | $4,088+90.6% | $6,407+21.6% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |