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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 | $174,216 | $101,763+71.2% | $164,866+5.7% | $80,874+115.4% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 19.90% | 16.73%+3.2pp | 69.97%-50.1pp | 35.62%-15.7pp |
| Employer contribution / active EE | $2,851 | $2,954-3.5% | $4,343-34.3% | $2,756+3.5% |
| Participant deferral / active EE | $6,720 | $4,477+50.1% | $6,033+11.4% | $4,297+56.4% |
| Admin fee / account holder | $83 | $8,228-99.0% | $12,689-99.3% | $6,935-98.8% |