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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 | $149,446-33.2% | $256,809-61.1% | $94,015+6.2% |
| Participation rate | 92.2% | 85.3%+6.9pp | 88.5%+3.6pp | 70.8%+21.3pp |
| Annual return | 19.79% | 17.55%+2.2pp | 32.73%-12.9pp | 17.84%+1.9pp |
| Employer contribution / active EE | $8,055 | $4,596+75.3% | $7,263+10.9% | $2,790+188.7% |
| Participant deferral / active EE | $10,301 | $6,491+58.7% | $9,520+8.2% | $4,249+142.4% |
| Admin fee / account holder | $6 | $24,035-100.0% | $25,146-100.0% | $8,951-99.9% |