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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 | $111,332 | $78,015+42.7% | $178,505-37.6% | $80,959+37.5% |
| Participation rate | 95.0% | 65.7%+29.3pp | 77.1%+17.9pp | 67.7%+27.3pp |
| Annual return | 15.79% | 18.10%-2.3pp | 27.16%-11.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $4,672 | $2,281+104.8% | $3,955+18.1% | $2,757+69.4% |
| Participant deferral / active EE | $9,303 | $4,406+111.2% | $6,280+48.1% | $4,300+116.3% |
| Admin fee / account holder | $159 | $7,160-97.8% | $10,428-98.5% | $6,925-97.7% |