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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 | $90,874 | $80,992+12.2% | $96,534-5.9% | $75,173+20.9% |
| Participation rate | 97.2% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 15.62% | 27.05%-11.4pp | 25.88%-10.3pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,995 | $2,283-12.6% | $2,965-32.7% | $2,671-25.3% |
| Participant deferral / active EE | $4,398 | $3,929+11.9% | $4,851-9.3% | $4,126+6.6% |
| Admin fee / account holder | $123 | $6,717-98.2% | $8,253-98.5% | $5,651-97.8% |