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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 | $120,332 | $105,623+13.9% | $87,502+37.5% | $273,972-56.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 8.16% | 12.26%-4.1pp | 12.21%-4.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $8,542 | $3,141+172.0% | $2,550+235.0% | $4,869+75.4% |
| Participant deferral / active EE | $7,031 | $3,601+95.3% | $3,149+123.3% | $5,287+33.0% |
| Admin fee / account holder | $171 | $4,781-96.4% | $4,221-95.9% | $10,133-98.3% |