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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 | $115,896 | $135,956-14.8% | $123,894-6.5% | $273,972-57.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $9,433 | $5,170+82.5% | $4,617+104.3% | $4,869+93.8% |
| Participant deferral / active EE | $9,122 | $6,343+43.8% | $5,984+52.4% | $5,287+72.5% |
| Admin fee / account holder | $261 | $9,817-97.3% | $8,357-96.9% | $10,133-97.4% |