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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 | $142,799 | $87,166+63.8% | $76,735+86.1% | $137,256+4.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 17.81% | 26.50%-8.7pp | 29.77%-12.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $10,520 | $2,904+262.2% | $2,454+328.6% | $4,156+153.1% |
| Participant deferral / active EE | $9,490 | $4,726+100.8% | $4,088+132.1% | $6,407+48.1% |
| Admin fee / account holder | $7 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |