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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 | $78,520+113.3% | $96,576+73.5% | $82,448+103.2% |
| Participation rate | 85.7% | 77.7%+8.0pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 15.14% | 41.30%-26.2pp | 38.47%-23.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,285 | $2,630+24.9% | $3,553-7.5% | $2,551+28.8% |
| Participant deferral / active EE | $6,301 | $6,754-6.7% | $7,956-20.8% | $4,139+52.2% |
| Admin fee / account holder | $16 | $13,455-99.9% | $11,381-99.9% | $7,234-99.8% |