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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 | $158,621 | $106,524+48.9% | $152,301+4.1% | $87,485+81.3% |
| Participation rate | 74.1% | 75.8%-1.6pp | 82.4%-8.3pp | 68.9%+5.2pp |
| Annual return | 16.33% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $4,251 | $3,371+26.1% | $4,624-8.1% | $2,596+63.7% |
| Participant deferral / active EE | $7,761 | $6,525+18.9% | $8,004-3.0% | $4,274+81.6% |
| Admin fee / account holder | $208 | $8,287-97.5% | $14,398-98.6% | $7,775-97.3% |