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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 | $102,609+130.3% | $98,090+140.9% | $138,895+70.1% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 18.80% | 36.44%-17.6pp | 37.05%-18.2pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,465 | $3,867+67.2% | $3,606+79.3% | $4,194+54.1% |
| Participant deferral / active EE | $6,126 | $8,167-25.0% | $7,845-21.9% | $6,396-4.2% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |