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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 | $88,996+60.7% | $78,004+83.3% | $138,895+2.9% |
| Participation rate | 92.3% | 74.4%+17.9pp | 69.4%+22.9pp | 79.9%+12.4pp |
| Annual return | 13.41% | 28.03%-14.6pp | 31.07%-17.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,527 | $2,917+20.9% | $2,469+42.9% | $4,194-15.9% |
| Participant deferral / active EE | $10,330 | $4,724+118.7% | $4,092+152.5% | $6,396+61.5% |
| Admin fee / account holder | $8 | $8,807-99.9% | $7,578-99.9% | $12,562-99.9% |