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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 | $103,164+8.2% | $90,259+23.7% | $154,746-27.9% |
| Participation rate | 85.7% | 76.1%+9.6pp | 70.7%+15.0pp | 80.7%+5.0pp |
| Annual return | 14.01% | 19.25%-5.2pp | 18.88%-4.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,041 | $2,532+20.1% | $2,291+32.7% | $4,379-30.6% |
| Participant deferral / active EE | $6,453 | $4,422+45.9% | $3,827+68.6% | $6,730-4.1% |
| Admin fee / account holder | $20 | $8,593-99.8% | $7,267-99.7% | $14,365-99.9% |