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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 | $110,137-6.7% | $161,149-36.2% | $82,637+24.4% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 19.34% | 20.69%-1.3pp | 21.16%-1.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $4,076 | $2,856+42.7% | $4,360-6.5% | $2,552+59.7% |
| Participant deferral / active EE | $9,575 | $4,575+109.3% | $6,153+55.6% | $4,126+132.1% |
| Admin fee / account holder | $11 | $9,467-99.9% | $15,194-99.9% | $7,339-99.9% |