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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 | $106,749+34.0% | $145,433-1.6% | $82,448+73.5% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 17.28% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,693 | $3,444+7.2% | $4,554-18.9% | $2,551+44.8% |
| Participant deferral / active EE | $7,701 | $6,519+18.1% | $7,897-2.5% | $4,139+86.0% |
| Admin fee / account holder | $150 | $8,390-98.2% | $13,129-98.9% | $7,234-97.9% |