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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 | $102,800 | $115,931-11.3% | $185,441-44.6% | $86,983+18.2% |
| Participation rate | 96.6% | 73.6%+22.9pp | 80.3%+16.3pp | 69.5%+27.0pp |
| Annual return | 19.34% | 21.47%-2.1pp | 20.16%-0.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $4,076 | $2,937+38.8% | $4,672-12.8% | $2,584+57.7% |
| Participant deferral / active EE | $9,575 | $4,551+110.4% | $6,152+55.7% | $4,194+128.3% |
| Admin fee / account holder | $11 | $10,687-99.9% | $17,890-99.9% | $7,856-99.9% |