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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 | $73,117 | $70,486+3.7% | $100,528-27.3% | $79,852-8.4% |
| Participation rate | 94.1% | 73.6%+20.5pp | 79.4%+14.7pp | 69.6%+24.5pp |
| Annual return | 20.45% | 21.90%-1.4pp | 30.90%-10.4pp | 31.72%-11.3pp |
| Employer contribution / active EE | $4,273 | $2,165+97.4% | $3,419+25.0% | $2,471+72.9% |
| Participant deferral / active EE | $8,093 | $5,182+56.2% | $6,271+29.0% | $3,740+116.4% |
| Admin fee / account holder | $62 | $4,480-98.6% | $8,084-99.2% | $5,306-98.8% |