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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 | $77,358+116.5% | $102,184+63.9% | $87,485+91.5% |
| Participation rate | 85.7% | 78.7%+7.0pp | 82.6%+3.1pp | 68.9%+16.8pp |
| Annual return | 15.14% | 41.11%-26.0pp | 31.58%-16.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $3,285 | $2,562+28.2% | $3,594-8.6% | $2,596+26.5% |
| Participant deferral / active EE | $6,301 | $6,753-6.7% | $8,309-24.2% | $4,274+47.4% |
| Admin fee / account holder | $16 | $6,809-99.8% | $11,609-99.9% | $7,775-99.8% |