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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 | $92,836 | $72,273+28.5% | $101,275-8.3% | $79,856+16.3% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 23.84% | 22.30%+1.5pp | 46.48%-22.6pp | 31.71%-7.9pp |
| Employer contribution / active EE | $7,293 | $2,691+171.0% | $3,660+99.3% | $2,471+195.1% |
| Participant deferral / active EE | $7,911 | $3,282+141.1% | $4,371+81.0% | $3,741+111.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |