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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 | $114,656 | $106,524+7.6% | $152,301-24.7% | $87,485+31.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.43% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $5,769 | $3,371+71.1% | $4,624+24.8% | $2,596+122.2% |
| Participant deferral / active EE | $8,476 | $6,525+29.9% | $8,004+5.9% | $4,274+98.3% |
| Admin fee / account holder | $96 | $8,287-98.8% | $14,398-99.3% | $7,775-98.8% |