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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 | $155,036 | $118,467+30.9% | $98,450+57.5% | $139,456+11.2% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 18.53% | 18.95%-0.4pp | 21.16%-2.6pp | 373.45%-354.9pp |
| Employer contribution / active EE | $3,108 | $3,611-13.9% | $3,049+1.9% | $4,753-34.6% |
| Participant deferral / active EE | $6,503 | $5,393+20.6% | $4,739+37.2% | $6,711-3.1% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |