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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 | $101,034 | $88,583+14.1% | $88,497+14.2% | $273,972-63.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.4%-2.4pp | 83.0%-3.0pp |
| Annual return | 8.05% | 5.68%+2.4pp | 7.63%+0.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $9,149 | $4,502+103.2% | $4,036+126.7% | $4,869+87.9% |
| Participant deferral / active EE | $7,964 | $4,891+62.8% | $4,899+62.6% | $5,287+50.6% |
| Admin fee / account holder | $225 | $8,980-97.5% | $6,220-96.4% | $10,133-97.8% |