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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 | $184,014-30.5% | $161,149-20.7% | $138,895-8.0% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.8%+16.4pp | 79.9%+15.3pp |
| Annual return | 17.29% | 21.52%-4.2pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $10,766 | $5,055+113.0% | $4,360+146.9% | $4,194+156.7% |
| Participant deferral / active EE | $5,654 | $6,909-18.2% | $6,153-8.1% | $6,396-11.6% |
| Admin fee / account holder | $16 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |