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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 | $147,761 | $64,359+129.6% | $90,161+63.9% | $70,124+110.7% |
| Participation rate | 81.6% | 70.4%+11.1pp | 76.9%+4.7pp | 69.5%+12.0pp |
| Annual return | 20.50% | 28.13%-7.6pp | 34.89%-14.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $6,026 | $2,046+194.6% | $3,318+81.6% | $2,342+157.3% |
| Participant deferral / active EE | $6,541 | $4,389+49.0% | $5,287+23.7% | $3,332+96.3% |
| Admin fee / account holder | $10 | $3,945-99.8% | $5,943-99.8% | $4,645-99.8% |