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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 | $101,401 | $64,462+57.3% | $81,482+24.4% | $80,911+25.3% |
| Participation rate | 75.6% | 63.9%+11.7pp | 69.5%+6.1pp | 67.6%+8.0pp |
| Annual return | 12.85% | 16.35%-3.5pp | 24.79%-11.9pp | 35.63%-22.8pp |
| Employer contribution / active EE | $2,409 | $1,979+21.8% | $2,463-2.2% | $2,756-12.6% |
| Participant deferral / active EE | $6,698 | $3,094+116.5% | $3,885+72.4% | $4,297+55.9% |
| Admin fee / account holder | $193 | $5,678-96.6% | $5,761-96.6% | $6,935-97.2% |