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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 | $162,121 | $135,956+19.2% | $123,894+30.9% | $273,972-40.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 9.66% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $4,612 | $5,170-10.8% | $4,617-0.1% | $4,869-5.3% |
| Participant deferral / active EE | $9,605 | $6,343+51.4% | $5,984+60.5% | $5,287+81.7% |
| Admin fee / account holder | $260 | $9,817-97.3% | $8,357-96.9% | $10,133-97.4% |