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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 | $68,785 | $135,956-49.4% | $123,894-44.5% | $273,972-74.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 11.24% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $6,483 | $5,170+25.4% | $4,617+40.4% | $4,869+33.2% |
| Participant deferral / active EE | $11,474 | $6,343+80.9% | $5,984+91.7% | $5,287+117.0% |
| Admin fee / account holder | $208 | $9,817-97.9% | $8,357-97.5% | $10,133-97.9% |