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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 | $106,749+7.4% | $145,433-21.2% | $82,448+39.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $5,769 | $3,444+67.5% | $4,554+26.7% | $2,551+126.2% |
| Participant deferral / active EE | $8,476 | $6,519+30.0% | $7,897+7.3% | $4,139+104.8% |
| Admin fee / account holder | $96 | $8,390-98.9% | $13,129-99.3% | $7,234-98.7% |