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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 | $160,956 | $106,749+50.8% | $145,433+10.7% | $82,448+95.2% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 18.36% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,698 | $3,444+36.4% | $4,554+3.1% | $2,551+84.2% |
| Participant deferral / active EE | $10,194 | $6,519+56.4% | $7,897+29.1% | $4,139+146.3% |
| Admin fee / account holder | $186 | $8,390-97.8% | $13,129-98.6% | $7,234-97.4% |