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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 | $236,273 | $97,289+142.9% | $92,805+154.6% | $155,188+52.2% |
| Participation rate | 77.8% | 84.2%-6.4pp | 83.5%-5.7pp | 80.8%-3.0pp |
| Annual return | 18.80% | 29.03%-10.2pp | 31.59%-12.8pp | 148.84%-130.0pp |
| Employer contribution / active EE | $6,465 | $3,632+78.0% | $3,424+88.8% | $4,248+52.2% |
| Participant deferral / active EE | $6,126 | $8,795-30.4% | $8,448-27.5% | $6,531-6.2% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |