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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 | $74,165 | $67,602+9.7% | $82,312-9.9% | $70,126+5.8% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 21.20% | 21.57%-0.4pp | 25.88%-4.7pp | 73.15%-51.9pp |
| Employer contribution / active EE | $3,153 | $1,755+79.7% | $2,428+29.9% | $2,343+34.6% |
| Participant deferral / active EE | $4,381 | $2,987+46.6% | $3,706+18.2% | $3,332+31.5% |
| Admin fee / account holder | $25 | $4,512-99.4% | $5,608-99.6% | $4,645-99.5% |