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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 | $102,151 | $89,515+14.1% | $103,486-1.3% | $80,935+26.2% |
| Participation rate | 81.3% | 76.0%+5.2pp | 80.5%+0.7pp | 67.7%+13.6pp |
| Annual return | 13.79% | 22.82%-9.0pp | 23.93%-10.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,874 | $4,015-3.5% | $4,679-17.2% | $2,757+40.5% |
| Participant deferral / active EE | $8,193 | $5,463+50.0% | $6,628+23.6% | $4,299+90.6% |
| Admin fee / account holder | $190 | $6,527-97.1% | $9,354-98.0% | $6,924-97.3% |