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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 | $78,940 | $56,544+39.6% | $75,501+4.6% | $70,126+12.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 19.14% | 23.59%-4.5pp | 27.35%-8.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $5,886 | $1,817+224.0% | $2,352+150.3% | $2,343+151.3% |
| Participant deferral / active EE | $7,814 | $2,580+202.9% | $3,142+148.7% | $3,332+134.5% |
| Admin fee / account holder | $95 | $3,827-97.5% | $5,801-98.4% | $4,645-98.0% |