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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 | $110,267 | $93,064+18.5% | $74,577+47.9% | $273,972-59.8% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 9.49% | 26.18%-16.7pp | 20.47%-11.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $4,128 | $3,160+30.6% | $2,525+63.5% | $4,869-15.2% |
| Participant deferral / active EE | $11,450 | $4,160+175.2% | $3,458+231.1% | $5,287+116.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |