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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 | $86,609 | $76,551+13.1% | $123,894-30.1% | $62,881+37.7% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | 9.95% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,499 | $2,882-13.3% | $4,617-45.9% | $2,281+9.5% |
| Participant deferral / active EE | $5,811 | $4,840+20.1% | $5,984-2.9% | $3,203+81.4% |
| Admin fee / account holder | $35 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |