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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 | $125,962 | $110,137+14.4% | $161,149-21.8% | $82,637+52.4% |
| Participation rate | 87.9% | 72.4%+15.5pp | 78.8%+9.0pp | 68.1%+19.8pp |
| Annual return | 17.89% | 20.69%-2.8pp | 21.16%-3.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $4,537 | $2,856+58.8% | $4,360+4.1% | $2,552+77.8% |
| Participant deferral / active EE | $3,858 | $4,575-15.7% | $6,153-37.3% | $4,126-6.5% |
| Admin fee / account holder | $30 | $9,467-99.7% | $15,194-99.8% | $7,339-99.6% |