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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 | $99,835 | $146,267-31.7% | $197,124-49.4% | $82,448+21.1% |
| Participation rate | 92.2% | 84.0%+8.1pp | 86.7%+5.4pp | 68.1%+24.1pp |
| Annual return | 19.79% | 29.61%-9.8pp | 44.34%-24.6pp | 41.64%-21.9pp |
| Employer contribution / active EE | $8,055 | $4,723+70.5% | $6,227+29.4% | $2,551+215.8% |
| Participant deferral / active EE | $10,301 | $7,035+46.4% | $9,135+12.8% | $4,139+148.9% |
| Admin fee / account holder | $6 | $14,422-100.0% | $16,298-100.0% | $7,234-99.9% |