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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 | $150,137 | $106,749+40.6% | $145,433+3.2% | $82,448+82.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 17.38% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,319 | $3,444-3.6% | $4,554-27.1% | $2,551+30.1% |
| Participant deferral / active EE | $9,131 | $6,519+40.1% | $7,897+15.6% | $4,139+120.6% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |