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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 | $92,985 | $81,476+14.1% | $102,383-9.2% | $80,925+14.9% |
| Participation rate | 92.5% | 66.8%+25.7pp | 74.5%+18.0pp | 67.7%+24.8pp |
| Annual return | 17.47% | 25.59%-8.1pp | 24.94%-7.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $5,196 | $3,105+67.4% | $3,870+34.2% | $2,756+88.5% |
| Participant deferral / active EE | $11,507 | $3,871+197.3% | $5,060+127.4% | $4,299+167.7% |
| Admin fee / account holder | $285 | $6,717-95.8% | $8,391-96.6% | $6,940-95.9% |