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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 | $201,259-29.0% | $184,200-22.4% | $145,959-2.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 29.96% | 28.98%+1.0pp | 28.80%+1.2pp | 561.95%-532.0pp |
| Employer contribution / active EE | $8,405 | $7,018+19.8% | $6,424+30.8% | $4,661+80.3% |
| Participant deferral / active EE | $14,568 | $9,806+48.6% | $9,132+59.5% | $6,689+117.8% |
| Admin fee / account holder | $245 | $16,372-98.5% | $13,907-98.2% | $13,398-98.2% |