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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 | $225,236 | $181,896+23.8% | $156,551+43.9% | $273,972-17.8% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 6.96% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $7,291 | $6,248+16.7% | $5,501+32.5% | $4,869+49.8% |
| Participant deferral / active EE | $4,830 | $5,550-13.0% | $4,871-0.9% | $5,287-8.7% |
| Admin fee / account holder | $84 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |