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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 | $77,472+12.7% | $100,392-13.1% | $80,935+7.8% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.1pp | 67.7%+22.0pp |
| Annual return | 20.65% | 37.26%-16.6pp | 49.45%-28.8pp | 35.66%-15.0pp |
| Employer contribution / active EE | $5,111 | $2,800+82.5% | $3,941+29.7% | $2,757+85.4% |
| Participant deferral / active EE | $10,232 | $6,818+50.1% | $8,090+26.5% | $4,299+138.0% |
| Admin fee / account holder | $283 | $5,885-95.2% | $7,904-96.4% | $6,924-95.9% |