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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 | $65,095 | $54,763+18.9% | $90,324-27.9% | $72,976-10.8% |
| Participation rate | 84.6% | 65.2%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 20.57% | 30.63%-10.1pp | 78.15%-57.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $4,253 | $2,093+103.2% | $2,856+48.9% | $2,440+74.3% |
| Participant deferral / active EE | $3,908 | $2,887+35.3% | $3,885+0.6% | $3,608+8.3% |
| Admin fee / account holder | $81 | $3,973-98.0% | $5,356-98.5% | $5,124-98.4% |