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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 | $138,312+25.4% | $122,979+41.0% | $155,188+11.8% |
| Participation rate | 95.2% | 80.2%+15.0pp | 77.2%+18.0pp | 80.8%+14.4pp |
| Annual return | 11.17% | 22.06%-10.9pp | 20.12%-8.9pp | 148.84%-137.7pp |
| Employer contribution / active EE | $2,680 | $3,530-24.1% | $3,062-12.5% | $4,248-36.9% |
| Participant deferral / active EE | $7,284 | $5,592+30.2% | $5,003+45.6% | $6,531+11.5% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |