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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 | $102,609+39.7% | $98,090+46.1% | $138,895+3.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 14.76% | 36.44%-21.7pp | 37.05%-22.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,827 | $3,867-1.0% | $3,606+6.1% | $4,194-8.8% |
| Participant deferral / active EE | $20,121 | $8,167+146.4% | $7,845+156.5% | $6,396+214.6% |
| Admin fee / account holder | $260 | $11,434-97.7% | $11,815-97.8% | $12,562-97.9% |