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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 | $94,021 | $210,510-55.3% | $153,500-38.7% | $145,877-35.5% |
| Participation rate | 85.0% | 82.1%+2.9pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 18.47% | 13.45%+5.0pp | 15.70%+2.8pp | 551.28%-532.8pp |
| Employer contribution / active EE | $5,099 | $6,052-15.8% | $5,039+1.2% | $4,663+9.3% |
| Participant deferral / active EE | $9,281 | $7,974+16.4% | $6,756+37.4% | $6,691+38.7% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |