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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 | $143,070 | $106,524+34.3% | $152,301-6.1% | $87,485+63.5% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 17.28% | 26.89%-9.6pp | 80.50%-63.2pp | 26.06%-8.8pp |
| Employer contribution / active EE | $3,693 | $3,371+9.5% | $4,624-20.1% | $2,596+42.2% |
| Participant deferral / active EE | $7,701 | $6,525+18.0% | $8,004-3.8% | $4,274+80.2% |
| Admin fee / account holder | $150 | $8,287-98.2% | $14,398-99.0% | $7,775-98.1% |