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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 | $101,795+71.1% | $165,100+5.5% | $80,959+115.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 19.90% | 16.73%+3.2pp | 70.21%-50.3pp | 35.67%-15.8pp |
| Employer contribution / active EE | $2,851 | $2,954-3.5% | $4,348-34.4% | $2,757+3.4% |
| Participant deferral / active EE | $6,720 | $4,476+50.1% | $6,035+11.3% | $4,300+56.3% |
| Admin fee / account holder | $83 | $8,221-99.0% | $12,696-99.3% | $6,925-98.8% |