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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 | $113,147 | $93,064+21.6% | $74,577+51.7% | $273,972-58.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 11.21% | 26.18%-15.0pp | 20.47%-9.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,425 | $3,160-54.9% | $2,525-43.6% | $4,869-70.7% |
| Participant deferral / active EE | $6,488 | $4,160+55.9% | $3,458+87.6% | $5,287+22.7% |
| Admin fee / account holder | $11 | $5,273-99.8% | $4,138-99.7% | $10,133-99.9% |