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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 | $247,208 | $177,156+39.5% | $147,027+68.1% | $154,746+59.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.26% | 21.94%-5.7pp | 20.23%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $4,425 | $4,336+2.0% | $3,626+22.0% | $4,379+1.0% |
| Participant deferral / active EE | $60,375 | $5,797+941.5% | $4,933+1123.9% | $6,730+797.1% |
| Admin fee / account holder | $228 | $14,904-98.5% | $12,223-98.1% | $14,365-98.4% |