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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 | $214,343 | $181,896+17.8% | $156,551+36.9% | $273,972-21.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.56% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,014 | $6,248-19.7% | $5,501-8.9% | $4,869+3.0% |
| Participant deferral / active EE | $6,188 | $5,550+11.5% | $4,871+27.0% | $5,287+17.0% |
| Admin fee / account holder | $117 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |