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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 | $110,706 | $76,834+44.1% | $108,359+2.2% | $87,485+26.5% |
| Participation rate | 73.3% | 61.7%+11.6pp | 70.1%+3.2pp | 68.9%+4.4pp |
| Annual return | 21.37% | 19.09%+2.3pp | 36.89%-15.5pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,949 | $1,556+25.2% | $2,399-18.8% | $2,596-24.9% |
| Participant deferral / active EE | $4,931 | $3,100+59.0% | $4,137+19.2% | $4,274+15.4% |
| Admin fee / account holder | $32 | $6,537-99.5% | $9,741-99.7% | $7,775-99.6% |