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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 | $143,342 | $97,289+47.3% | $92,805+54.5% | $155,188-7.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | 14.76% | 29.03%-14.3pp | 31.59%-16.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $3,827 | $3,632+5.4% | $3,424+11.8% | $4,248-9.9% |
| Participant deferral / active EE | $20,121 | $8,795+128.8% | $8,448+138.2% | $6,531+208.1% |
| Admin fee / account holder | $260 | $12,015-97.8% | $10,911-97.6% | $14,480-98.2% |