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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 | $160,917 | $126,661+27.0% | $113,397+41.9% | $138,895+15.9% |
| Participation rate | 79.2% | 79.4%-0.3pp | 76.5%+2.7pp | 79.9%-0.8pp |
| Annual return | 10.80% | 25.05%-14.3pp | 23.20%-12.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $3,651 | $3,456+5.6% | $2,977+22.6% | $4,194-12.9% |
| Participant deferral / active EE | $5,262 | $5,693-7.6% | $5,076+3.7% | $6,396-17.7% |
| Admin fee / account holder | $63 | $14,549-99.6% | $11,957-99.5% | $12,562-99.5% |