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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 | $184,462 | $115,225+60.1% | $100,712+83.2% | $138,895+32.8% |
| Participation rate | 95.0% | 74.3%+20.7pp | 69.3%+25.7pp | 79.9%+15.1pp |
| Annual return | 18.59% | 40.35%-21.8pp | 33.27%-14.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,300 | $2,771+55.2% | $2,313+85.9% | $4,194+2.5% |
| Participant deferral / active EE | $9,545 | $4,699+103.1% | $4,085+133.7% | $6,396+49.2% |
| Admin fee / account holder | $3 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |