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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 | $125,694 | $99,345+26.5% | $84,753+48.3% | $273,972-54.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 11.70% | 22.93%-11.2pp | 22.78%-11.1pp | 41.46%-29.8pp |
| Employer contribution / active EE | $7,449 | $4,214+76.8% | $3,574+108.4% | $4,869+53.0% |
| Participant deferral / active EE | $5,013 | $4,270+17.4% | $3,712+35.0% | $5,287-5.2% |
| Admin fee / account holder | $28 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |