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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 | $100,092 | $97,648+2.5% | $121,663-17.7% | $87,485+14.4% |
| Participation rate | 76.9% | 70.5%+6.5pp | 74.5%+2.4pp | 68.9%+8.0pp |
| Annual return | 25.05% | 18.03%+7.0pp | 147.54%-122.5pp | 26.06%-1.0pp |
| Employer contribution / active EE | $4,945 | $2,300+115.0% | $3,020+63.7% | $2,596+90.5% |
| Participant deferral / active EE | $8,617 | $3,923+119.6% | $4,887+76.3% | $4,274+101.6% |
| Admin fee / account holder | $154 | $11,100-98.6% | $14,289-98.9% | $7,775-98.0% |