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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 | $108,663 | $67,602+60.7% | $82,312+32.0% | $70,126+55.0% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 14.54% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,249 | $2,987+75.7% | $3,706+41.6% | $3,332+57.5% |
| Admin fee / account holder | $226 | $4,512-95.0% | $5,608-96.0% | $4,645-95.1% |