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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 | $111,633 | $102,245+9.2% | $89,340+25.0% | $137,256-18.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 14.01% | 21.89%-7.9pp | 20.57%-6.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,041 | $2,529+20.2% | $2,231+36.3% | $4,156-26.8% |
| Participant deferral / active EE | $6,453 | $4,436+45.5% | $3,823+68.8% | $6,407+0.7% |
| Admin fee / account holder | $20 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |