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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 | $101,021 | $123,793-18.4% | $177,840-43.2% | $79,852+26.5% |
| Participation rate | 95.1% | 84.7%+10.5pp | 87.7%+7.4pp | 69.6%+25.5pp |
| Annual return | 18.35% | 22.82%-4.5pp | 48.32%-30.0pp | 31.72%-13.4pp |
| Employer contribution / active EE | $4,510 | $4,095+10.1% | $5,919-23.8% | $2,471+82.5% |
| Participant deferral / active EE | $13,179 | $5,956+121.3% | $7,714+70.9% | $3,740+252.4% |
| Admin fee / account holder | $175 | $7,243-97.6% | $12,431-98.6% | $5,306-96.7% |