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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 | $96,583 | $110,137-12.3% | $161,149-40.1% | $82,637+16.9% |
| Participation rate | 81.5% | 72.4%+9.1pp | 78.8%+2.6pp | 68.1%+13.4pp |
| Annual return | 18.20% | 20.69%-2.5pp | 21.16%-3.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $5,025 | $2,856+75.9% | $4,360+15.2% | $2,552+96.9% |
| Participant deferral / active EE | $7,836 | $4,575+71.3% | $6,153+27.4% | $4,126+89.9% |
| Admin fee / account holder | $4 | $9,467-100.0% | $15,194-100.0% | $7,339-99.9% |