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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 | $62,006 | $181,898-65.9% | $156,551-60.4% | $273,968-77.4% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 21.32% | 30.74%-9.4pp | 32.23%-10.9pp | 41.45%-20.1pp |
| Employer contribution / active EE | $7,500 | $6,248+20.0% | $5,501+36.3% | $4,869+54.0% |
| Participant deferral / active EE | $5,237 | $5,550-5.6% | $4,871+7.5% | $5,287-0.9% |
| Admin fee / account holder | $53 | $15,560-99.7% | $13,028-99.6% | $10,132-99.5% |