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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 | $163,307 | $117,895+38.5% | $102,460+59.4% | $145,897+11.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 22.50% | 31.92%-9.4pp | 29.47%-7.0pp | 552.29%-529.8pp |
| Employer contribution / active EE | $5,357 | $3,619+48.0% | $3,025+77.1% | $4,663+14.9% |
| Participant deferral / active EE | $5,304 | $5,736-7.5% | $5,056+4.9% | $6,689-20.7% |
| Admin fee / account holder | $253 | $13,353-98.1% | $9,460-97.3% | $13,390-98.1% |