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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 | $116,629 | $81,358+43.4% | $155,556-25.0% | $80,959+44.1% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 29.45% | 33.39%-3.9pp | 64.84%-35.4pp | 35.67%-6.2pp |
| Employer contribution / active EE | $2,811 | $3,106-9.5% | $4,675-39.9% | $2,757+1.9% |
| Participant deferral / active EE | $8,089 | $3,455+134.1% | $5,631+43.7% | $4,300+88.1% |
| Admin fee / account holder | $82 | $7,994-99.0% | $15,885-99.5% | $6,925-98.8% |