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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 | $84,967 | $181,896-53.3% | $156,551-45.7% | $273,972-69.0% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 43.53% | 30.74%+12.8pp | 32.23%+11.3pp | 41.46%+2.1pp |
| Employer contribution / active EE | $32,319 | $6,248+417.3% | $5,501+487.5% | $4,869+563.8% |
| Participant deferral / active EE | $3,176 | $5,550-42.8% | $4,871-34.8% | $5,287-39.9% |
| Admin fee / account holder | $208 | $15,560-98.7% | $13,028-98.4% | $10,133-97.9% |