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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 | $127,817 | $213,785-40.2% | $185,441-31.1% | $155,188-17.6% |
| Participation rate | 95.2% | 83.2%+12.0pp | 80.3%+15.0pp | 80.8%+14.4pp |
| Annual return | 17.29% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $10,766 | $5,393+99.6% | $4,672+130.4% | $4,248+153.5% |
| Participant deferral / active EE | $5,654 | $6,864-17.6% | $6,152-8.1% | $6,531-13.4% |
| Admin fee / account holder | $16 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |