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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 | $218,815 | $136,860+59.9% | $120,344+81.8% | $154,746+41.4% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.7%+16.6pp | 80.7%+12.6pp |
| Annual return | 14.98% | 21.38%-6.4pp | 20.30%-5.3pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,957 | $3,533-16.3% | $3,020-2.1% | $4,379-32.5% |
| Participant deferral / active EE | $8,984 | $5,793+55.1% | $5,135+75.0% | $6,730+33.5% |
| Admin fee / account holder | $22 | $15,393-99.9% | $12,742-99.8% | $14,365-99.8% |