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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 | $99,063 | $32,888+201.2% | - | $70,126+41.3% |
| Participation rate | 98.0% | 57.8%+40.2pp | - | 69.5%+28.5pp |
| Annual return | 17.14% | 18.50%-1.4pp | - | 73.15%-56.0pp |
| Employer contribution / active EE | $2,762 | $2,171+27.2% | - | $2,343+17.9% |
| Participant deferral / active EE | $4,816 | $1,340+259.4% | - | $3,332+44.5% |
| Admin fee / account holder | $255 | $1,413-81.9% | - | $4,645-94.5% |