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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 | $142,974 | $106,588+34.1% | $94,215+51.8% | $155,188-7.9% |
| Participation rate | 92.3% | 74.3%+18.0pp | 70.0%+22.4pp | 80.8%+11.5pp |
| Annual return | 13.41% | 29.39%-16.0pp | 28.22%-14.8pp | 148.84%-135.4pp |
| Employer contribution / active EE | $3,527 | $3,080+14.5% | $2,675+31.8% | $4,248-17.0% |
| Participant deferral / active EE | $10,330 | $4,802+115.1% | $4,276+141.6% | $6,531+58.2% |
| Admin fee / account holder | $8 | $12,281-99.9% | $10,216-99.9% | $14,480-99.9% |