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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 | $98,638 | $60,349+63.4% | $74,184+33.0% | $62,881+56.9% |
| Participation rate | 75.9% | 72.7%+3.2pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 9.75% | 21.38%-11.6pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $3,360 | $1,680+100.0% | $2,370+41.8% | $2,281+47.3% |
| Participant deferral / active EE | $5,337 | $2,856+86.8% | $3,550+50.3% | $3,203+66.6% |
| Admin fee / account holder | $80 | $4,261-98.1% | $5,586-98.6% | $4,296-98.1% |