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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 | $96,229 | $75,541+27.4% | $152,093-36.7% | $82,637+16.4% |
| Participation rate | 96.6% | 66.5%+30.0pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 20.06% | 32.56%-12.5pp | 66.36%-46.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $3,060 | $2,622+16.7% | $4,175-26.7% | $2,552+19.9% |
| Participant deferral / active EE | $6,180 | $3,206+92.8% | $5,451+13.4% | $4,126+49.8% |
| Admin fee / account holder | $177 | $6,405-97.2% | $14,497-98.8% | $7,339-97.6% |