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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 | $167,513 | $83,061+101.7% | $126,068+32.9% | $94,015+78.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 84.7%+1.0pp | 70.8%+14.9pp |
| Annual return | 15.14% | 20.41%-5.3pp | 15.01%+0.1pp | 17.84%-2.7pp |
| Employer contribution / active EE | $3,285 | $2,864+14.7% | $3,968-17.2% | $2,790+17.8% |
| Participant deferral / active EE | $6,301 | $7,042-10.5% | $8,214-23.3% | $4,249+48.3% |
| Admin fee / account holder | $16 | $7,208-99.8% | $18,264-99.9% | $8,951-99.8% |