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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 | $158,621 | $106,749+48.6% | $145,433+9.1% | $82,448+92.4% |
| Participation rate | 74.1% | 75.6%-1.5pp | 82.1%-8.0pp | 68.1%+6.1pp |
| Annual return | 16.33% | 27.59%-11.3pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,251 | $3,444+23.4% | $4,554-6.7% | $2,551+66.6% |
| Participant deferral / active EE | $7,761 | $6,519+19.1% | $7,897-1.7% | $4,139+87.5% |
| Admin fee / account holder | $208 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |