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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 | $120,244 | $154,228-22.0% | $145,433-17.3% | $137,256-12.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $16,435 | $4,804+242.1% | $4,554+260.8% | $4,156+295.4% |
| Participant deferral / active EE | $11,307 | $8,216+37.6% | $7,897+43.2% | $6,407+76.5% |
| Admin fee / account holder | $156 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |