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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 | $213,974 | $107,666+98.7% | $102,184+109.4% | $154,746+38.3% |
| Participation rate | 73.3% | 83.7%-10.4pp | 82.6%-9.3pp | 80.7%-7.4pp |
| Annual return | 18.45% | 29.33%-10.9pp | 31.58%-13.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $5,274 | $3,846+37.1% | $3,594+46.7% | $4,379+20.4% |
| Participant deferral / active EE | $8,940 | $8,719+2.5% | $8,309+7.6% | $6,730+32.8% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |