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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 | $103,623 | $106,864-3.0% | $147,318-29.7% | $82,637+25.4% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 16.77% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,764 | $3,417+10.2% | $4,593-18.0% | $2,552+47.5% |
| Participant deferral / active EE | $4,976 | $6,496-23.4% | $7,906-37.1% | $4,126+20.6% |
| Admin fee / account holder | $5 | $8,415-99.9% | $13,708-100.0% | $7,339-99.9% |