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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 | $181,468 | $99,345+82.7% | $84,753+114.1% | $273,972-33.8% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 7.92% | 22.93%-15.0pp | 22.78%-14.9pp | 41.46%-33.5pp |
| Employer contribution / active EE | $9,283 | $4,214+120.3% | $3,574+159.7% | $4,869+90.7% |
| Participant deferral / active EE | $5,955 | $4,270+39.5% | $3,712+60.4% | $5,287+12.6% |
| Admin fee / account holder | $18 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |