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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 | $176,036 | $110,248+59.7% | $95,728+83.9% | $139,456+26.2% |
| Participation rate | 72.7% | 75.7%-3.0pp | 72.3%+0.5pp | 80.3%-7.6pp |
| Annual return | 34.86% | 27.16%+7.7pp | 28.40%+6.5pp | 373.45%-338.6pp |
| Employer contribution / active EE | $3,710 | $3,258+13.9% | $2,835+30.9% | $4,753-21.9% |
| Participant deferral / active EE | $8,587 | $4,675+83.7% | $4,245+102.3% | $6,711+27.9% |
| Admin fee / account holder | $2 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |