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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 | $113,525 | $181,896-37.6% | $156,551-27.5% | $273,972-58.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 13.27% | 30.74%-17.5pp | 32.23%-19.0pp | 41.46%-28.2pp |
| Employer contribution / active EE | $9,807 | $6,248+57.0% | $5,501+78.3% | $4,869+101.4% |
| Participant deferral / active EE | $5,650 | $5,550+1.8% | $4,871+16.0% | $5,287+6.9% |
| Admin fee / account holder | $19 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |