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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 | $63,666 | $106,749-40.4% | $145,433-56.2% | $82,448-22.8% |
| Participation rate | 89.8% | 75.6%+14.1pp | 82.1%+7.7pp | 68.1%+21.7pp |
| Annual return | 24.84% | 27.59%-2.8pp | 66.58%-41.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $3,985 | $3,444+15.7% | $4,554-12.5% | $2,551+56.2% |
| Participant deferral / active EE | $9,019 | $6,519+38.4% | $7,897+14.2% | $4,139+117.9% |
| Admin fee / account holder | $17 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |