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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 | $87,286 | $77,492+12.6% | $100,398-13.1% | $80,911+7.9% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.2pp | 67.6%+22.0pp |
| Annual return | 20.65% | 37.23%-16.6pp | 49.32%-28.7pp | 35.63%-15.0pp |
| Employer contribution / active EE | $5,111 | $2,800+82.5% | $3,946+29.5% | $2,756+85.4% |
| Participant deferral / active EE | $10,232 | $6,817+50.1% | $8,084+26.6% | $4,297+138.1% |
| Admin fee / account holder | $283 | $5,892-95.2% | $7,893-96.4% | $6,935-95.9% |