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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 | $211,509 | $181,896+16.3% | $156,551+35.1% | $273,972-22.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 14.57% | 30.74%-16.2pp | 32.23%-17.7pp | 41.46%-26.9pp |
| Employer contribution / active EE | $4,025 | $6,248-35.6% | $5,501-26.8% | $4,869-17.3% |
| Participant deferral / active EE | $7,730 | $5,550+39.3% | $4,871+58.7% | $5,287+46.2% |
| Admin fee / account holder | $37 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |