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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 | $94,031+6.4% | $115,768-13.5% | $82,448+21.4% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 25.05% | 20.61%+4.4pp | 100.46%-75.4pp | 41.64%-16.6pp |
| Employer contribution / active EE | $4,945 | $2,323+112.8% | $2,940+68.2% | $2,551+93.9% |
| Participant deferral / active EE | $8,617 | $3,972+117.0% | $4,917+75.3% | $4,139+108.2% |
| Admin fee / account holder | $154 | $10,249-98.5% | $12,439-98.8% | $7,234-97.9% |