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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 | $124,009 | $76,551+62.0% | $123,894+0.1% | $62,881+97.2% |
| Participation rate | 84.5% | 73.0%+11.5pp | 81.4%+3.1pp | 69.3%+15.2pp |
| Annual return | 6.91% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,807 | $2,882+66.8% | $4,617+4.1% | $2,281+110.8% |
| Participant deferral / active EE | $7,226 | $4,840+49.3% | $5,984+20.7% | $3,203+125.6% |
| Admin fee / account holder | $181 | $4,826-96.2% | $8,357-97.8% | $4,296-95.8% |