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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 | $143,290 | $139,948+2.4% | $121,663+17.8% | $154,746-7.4% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.5%-4.5pp | 80.7%-10.7pp |
| Annual return | 19.64% | 230.52%-210.9pp | 147.54%-127.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,840 | $3,521-19.4% | $3,020-6.0% | $4,379-35.2% |
| Participant deferral / active EE | $6,045 | $5,629+7.4% | $4,887+23.7% | $6,730-10.2% |
| Admin fee / account holder | $76 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |