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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 | $107,733+30.1% | $92,985+50.8% | $154,746-9.4% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 18.93% | 30.39%-11.5pp | 27.99%-9.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,314 | $3,126-26.0% | $2,662-13.1% | $4,379-47.1% |
| Participant deferral / active EE | $7,791 | $5,053+54.2% | $4,377+78.0% | $6,730+15.8% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |