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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 | $100,970+111.9% | $96,576+121.6% | $137,256+55.9% |
| Participation rate | 73.3% | 82.6%-9.3pp | 81.4%-8.1pp | 80.0%-6.6pp |
| Annual return | 18.45% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,274 | $3,809+38.4% | $3,553+48.4% | $4,156+26.9% |
| Participant deferral / active EE | $8,940 | $8,286+7.9% | $7,956+12.4% | $6,407+39.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |