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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 | $110,918 | $96,558+14.9% | $80,977+37.0% | $273,972-59.5% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 5.53% | 15.14%-9.6pp | 17.11%-11.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $8,781 | $4,869+80.3% | $3,715+136.4% | $4,869+80.4% |
| Participant deferral / active EE | $5,376 | $6,598-18.5% | $5,696-5.6% | $5,287+1.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |