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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 | $108,825-11.2% | $156,181-38.2% | $82,448+17.1% |
| Participation rate | 81.5% | 72.4%+9.1pp | 78.8%+2.7pp | 68.1%+13.4pp |
| Annual return | 18.20% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $5,025 | $2,870+75.1% | $4,294+17.0% | $2,551+97.0% |
| Participant deferral / active EE | $7,836 | $4,577+71.2% | $6,132+27.8% | $4,139+89.3% |
| Admin fee / account holder | $4 | $9,341-100.0% | $14,586-100.0% | $7,234-99.9% |