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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 | $92,798+53.0% | $96,707+46.8% | $137,256+3.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 80.4%-0.4pp | 80.0%0pp |
| Annual return | 23.19% | 31.24%-8.1pp | 34.78%-11.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,695 | $4,147-35.0% | $4,191-35.7% | $4,156-35.1% |
| Participant deferral / active EE | $15,407 | $5,877+162.2% | $5,997+156.9% | $6,407+140.5% |
| Admin fee / account holder | $38 | $7,946-99.5% | $7,503-99.5% | $12,270-99.7% |