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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 | $182,536 | $254,759-28.3% | $216,567-15.7% | $198,609-8.1% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 15.09% | 10.04%+5.0pp | 12.94%+2.1pp | 202.70%-187.6pp |
| Employer contribution / active EE | $8,278 | $6,096+35.8% | $5,216+58.7% | $5,055+63.7% |
| Participant deferral / active EE | $10,665 | $6,948+53.5% | $6,191+72.3% | $6,977+52.9% |
| Admin fee / account holder | $4 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |