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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 | $152,072 | $135,956+11.9% | $123,894+22.7% | $273,972-44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.01% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $5,099 | $5,170-1.4% | $4,617+10.4% | $4,869+4.7% |
| Participant deferral / active EE | $6,537 | $6,343+3.1% | $5,984+9.2% | $5,287+23.6% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |