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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 | $141,943 | $124,213+14.3% | $118,106+20.2% | $154,746-8.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 81.9%-1.9pp | 80.7%-0.7pp |
| Annual return | 23.19% | 18.29%+4.9pp | 19.44%+3.7pp | 172.34%-149.1pp |
| Employer contribution / active EE | $2,695 | $4,905-45.1% | $4,698-42.6% | $4,379-38.5% |
| Participant deferral / active EE | $15,407 | $6,859+124.6% | $6,619+132.8% | $6,730+128.9% |
| Admin fee / account holder | $38 | $9,627-99.6% | $8,973-99.6% | $14,365-99.7% |