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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 | $107,666+33.1% | $102,184+40.3% | $154,746-7.4% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 14.76% | 29.33%-14.6pp | 31.58%-16.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,827 | $3,846-0.5% | $3,594+6.5% | $4,379-12.6% |
| Participant deferral / active EE | $20,121 | $8,719+130.8% | $8,309+142.2% | $6,730+199.0% |
| Admin fee / account holder | $260 | $12,943-98.0% | $11,609-97.8% | $14,365-98.2% |