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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 | $71,109 | $79,438-10.5% | $106,551-33.3% | $79,393-10.4% |
| Participation rate | 87.9% | 74.2%+13.7pp | 76.1%+11.7pp | 70.7%+17.1pp |
| Annual return | 23.25% | 18.27%+5.0pp | 26.80%-3.6pp | 116.87%-93.6pp |
| Employer contribution / active EE | $4,091 | $2,235+83.1% | $2,819+45.1% | $2,428+68.5% |
| Participant deferral / active EE | $8,727 | $3,824+128.2% | $4,398+98.4% | $4,046+115.7% |
| Admin fee / account holder | $46 | $523-91.2% | $7,408-99.4% | $627-92.7% |