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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 | $210,343-55.3% | $153,476-38.7% | $145,978-35.6% |
| Participation rate | 85.0% | 82.1%+2.9pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 18.47% | 13.38%+5.1pp | 15.66%+2.8pp | 550.52%-532.0pp |
| Employer contribution / active EE | $5,099 | $6,047-15.7% | $5,038+1.2% | $4,662+9.4% |
| Participant deferral / active EE | $9,281 | $7,977+16.4% | $6,759+37.3% | $6,690+38.7% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |