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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 | $142,941 | $201,370-29.0% | $184,256-22.4% | $145,897-2.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 29.96% | 29.05%+0.9pp | 28.85%+1.1pp | 552.29%-522.3pp |
| Employer contribution / active EE | $8,405 | $7,024+19.7% | $6,427+30.8% | $4,663+80.3% |
| Participant deferral / active EE | $14,568 | $9,808+48.5% | $9,133+59.5% | $6,689+117.8% |
| Admin fee / account holder | $245 | $16,364-98.5% | $13,899-98.2% | $13,390-98.2% |