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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 | $99,380+12.3% | $90,312+23.6% | $155,188-28.1% |
| Participation rate | 85.7% | 77.3%+8.4pp | 72.9%+12.8pp | 80.8%+4.9pp |
| Annual return | 14.01% | 19.35%-5.3pp | 18.90%-4.9pp | 148.84%-134.8pp |
| Employer contribution / active EE | $3,041 | $2,390+27.2% | $2,243+35.6% | $4,248-28.4% |
| Participant deferral / active EE | $6,453 | $4,212+53.2% | $3,749+72.1% | $6,531-1.2% |
| Admin fee / account holder | $20 | $9,766-99.8% | $8,248-99.8% | $14,480-99.9% |