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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 | $173,456 | $124,425+39.4% | $112,040+54.8% | $137,256+26.4% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 11.17% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,680 | $3,411-21.4% | $2,954-9.3% | $4,156-35.5% |
| Participant deferral / active EE | $7,284 | $5,718+27.4% | $5,098+42.9% | $6,407+13.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |