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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 | $98,549 | $135,956-27.5% | $123,894-20.5% | $273,972-64.0% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 6.14% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $6,510 | $5,170+25.9% | $4,617+41.0% | $4,869+33.7% |
| Participant deferral / active EE | $11,653 | $6,343+83.7% | $5,984+94.7% | $5,287+120.4% |
| Admin fee / account holder | $60 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |