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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 | $92,678 | $181,896-49.0% | $156,551-40.8% | $273,972-66.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 7.96% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $7,007 | $6,248+12.1% | $5,501+27.4% | $4,869+43.9% |
| Participant deferral / active EE | $7,606 | $5,550+37.0% | $4,871+56.1% | $5,287+43.9% |
| Admin fee / account holder | $218 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |