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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 | $80,123 | $65,712+21.9% | $57,196+40.1% | $273,972-70.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 8.26% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $10,064 | $3,280+206.8% | $2,683+275.1% | $4,869+106.7% |
| Participant deferral / active EE | $5,820 | $3,782+53.9% | $3,096+88.0% | $5,287+10.1% |
| Admin fee / account holder | $18 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |