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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 | $129,889 | $124,425+4.4% | $112,040+15.9% | $137,256-5.4% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 13.24% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,111 | $3,411-8.8% | $2,954+5.3% | $4,156-25.1% |
| Participant deferral / active EE | $8,176 | $5,718+43.0% | $5,098+60.4% | $6,407+27.6% |
| Admin fee / account holder | $300 | $15,207-98.0% | $12,098-97.5% | $12,270-97.6% |