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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 | $120,517 | $112,729+6.9% | $98,716+22.1% | $137,256-12.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 12.25% | 38.48%-26.2pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $7,519 | $2,725+175.9% | $2,279+230.0% | $4,156+80.9% |
| Participant deferral / active EE | $6,461 | $4,640+39.2% | $4,048+59.6% | $6,407+0.9% |
| Admin fee / account holder | $117 | $10,129-98.8% | $8,703-98.7% | $12,270-99.1% |