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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 | $77,574+42.7% | $108,753+1.8% | $86,983+27.3% |
| Participation rate | 73.3% | 62.3%+11.0pp | 71.1%+2.2pp | 69.5%+3.8pp |
| Annual return | 21.37% | 18.42%+3.0pp | 37.47%-16.1pp | 25.83%-4.5pp |
| Employer contribution / active EE | $1,949 | $1,611+21.0% | $2,427-19.7% | $2,584-24.6% |
| Participant deferral / active EE | $4,931 | $3,128+57.6% | $4,115+19.8% | $4,194+17.6% |
| Admin fee / account holder | $32 | $6,529-99.5% | $10,320-99.7% | $7,856-99.6% |