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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 | $210,991-55.4% | $153,741-38.8% | $145,897-35.6% |
| Participation rate | 85.0% | 82.1%+2.9pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 18.47% | 13.46%+5.0pp | 15.71%+2.8pp | 552.29%-533.8pp |
| Employer contribution / active EE | $5,099 | $6,057-15.8% | $5,042+1.1% | $4,663+9.3% |
| Participant deferral / active EE | $9,281 | $7,979+16.3% | $6,757+37.4% | $6,689+38.7% |
| Admin fee / account holder | $0 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |