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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 | $99,478 | $88,707+12.1% | $74,184+34.1% | $273,972-63.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 7.66% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,915 | $3,159-39.4% | $2,370-19.2% | $4,869-60.7% |
| Participant deferral / active EE | $6,685 | $4,212+58.7% | $3,550+88.3% | $5,287+26.4% |
| Admin fee / account holder | $3 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |