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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 | $218,441 | $184,014+18.7% | $161,149+35.6% | $138,895+57.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.99% | 21.52%-8.5pp | 21.16%-8.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $5,857 | $5,055+15.8% | $4,360+34.3% | $4,194+39.6% |
| Participant deferral / active EE | $11,322 | $6,909+63.9% | $6,153+84.0% | $6,396+77.0% |
| Admin fee / account holder | $30 | $18,027-99.8% | $15,194-99.8% | $12,562-99.8% |