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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 | $81,446+14.2% | $103,374-10.0% | $80,874+15.0% |
| Participation rate | 92.5% | 66.9%+25.6pp | 74.5%+18.0pp | 67.6%+24.9pp |
| Annual return | 17.47% | 25.57%-8.1pp | 24.89%-7.4pp | 35.62%-18.1pp |
| Employer contribution / active EE | $5,196 | $3,107+67.2% | $3,869+34.3% | $2,756+88.6% |
| Participant deferral / active EE | $11,507 | $3,870+197.3% | $5,058+127.5% | $4,297+167.8% |
| Admin fee / account holder | $285 | $6,715-95.8% | $8,394-96.6% | $6,935-95.9% |