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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 | $111,645 | $78,672+41.9% | $109,163+2.3% | $85,856+30.0% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.7pp |
| Annual return | 14.34% | 25.09%-10.8pp | 25.75%-11.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $4,202 | $2,734+53.7% | $3,723+12.9% | $2,565+63.8% |
| Participant deferral / active EE | $9,039 | $3,467+160.7% | $4,654+94.2% | $3,952+128.7% |
| Admin fee / account holder | $205 | $5,470-96.2% | $6,754-97.0% | $6,261-96.7% |