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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 | $202,683 | $181,896+11.4% | $156,551+29.5% | $273,972-26.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.09% | 30.74%-26.7pp | 32.23%-28.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $4,708 | $6,248-24.6% | $5,501-14.4% | $4,869-3.3% |
| Participant deferral / active EE | $4,031 | $5,550-27.4% | $4,871-17.2% | $5,287-23.8% |
| Admin fee / account holder | $154 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |