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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 | $104,994 | $72,273+45.3% | $101,275+3.7% | $79,856+31.5% |
| Participation rate | 81.5% | 68.5%+13.0pp | 75.8%+5.7pp | 69.6%+11.8pp |
| Annual return | 16.00% | 22.30%-6.3pp | 46.48%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,668 | $2,691+73.4% | $3,660+27.5% | $2,471+88.9% |
| Participant deferral / active EE | $8,346 | $3,282+154.3% | $4,371+90.9% | $3,741+123.1% |
| Admin fee / account holder | $237 | $4,401-94.6% | $5,948-96.0% | $5,306-95.5% |