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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 | $100,712 | $115,225-12.6% | $100,7120% | $138,895-27.5% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.3%+20.7pp | 79.9%+10.1pp |
| Annual return | 27.77% | 40.35%-12.6pp | 33.27%-5.5pp | 145.39%-117.6pp |
| Employer contribution / active EE | $5,196 | $2,771+87.5% | $2,313+124.7% | $4,194+23.9% |
| Participant deferral / active EE | $9,222 | $4,699+96.2% | $4,085+125.7% | $6,396+44.2% |
| Admin fee / account holder | $18 | $10,844-99.8% | $9,256-99.8% | $12,562-99.9% |