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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 | $73,787+50.0% | $98,716+12.1% | $82,448+34.3% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.3%+4.0pp | 68.1%+5.3pp |
| Annual return | 21.37% | 18.57%+2.8pp | 31.81%-10.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,949 | $1,511+28.9% | $2,279-14.5% | $2,551-23.6% |
| Participant deferral / active EE | $4,931 | $3,081+60.0% | $4,048+21.8% | $4,139+19.1% |
| Admin fee / account holder | $32 | $6,500-99.5% | $8,703-99.6% | $7,234-99.6% |