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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 | $104,101 | $99,345+4.8% | $84,753+22.8% | $273,972-62.0% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 13.26% | 22.93%-9.7pp | 22.78%-9.5pp | 41.46%-28.2pp |
| Employer contribution / active EE | $6,716 | $4,214+59.4% | $3,574+87.9% | $4,869+37.9% |
| Participant deferral / active EE | $10,637 | $4,270+149.1% | $3,712+186.6% | $5,287+101.2% |
| Admin fee / account holder | $6 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |