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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 | $74,049 | $72,272+2.5% | $101,264-26.9% | $79,858-7.3% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 19.44% | 22.30%-2.9pp | 46.48%-27.0pp | 31.72%-12.3pp |
| Employer contribution / active EE | $7,092 | $2,692+163.5% | $3,660+93.8% | $2,471+187.0% |
| Participant deferral / active EE | $7,527 | $3,282+129.4% | $4,370+72.2% | $3,740+101.2% |
| Admin fee / account holder | $77 | $4,401-98.3% | $5,947-98.7% | $5,306-98.6% |