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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 | $94,436+6.0% | $115,599-13.4% | $82,637+21.1% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.3%+2.6pp | 68.1%+8.9pp |
| Annual return | 25.05% | 18.37%+6.7pp | 111.10%-86.0pp | 53.51%-28.5pp |
| Employer contribution / active EE | $4,945 | $2,324+112.8% | $2,955+67.3% | $2,552+93.8% |
| Participant deferral / active EE | $8,617 | $3,955+117.9% | $4,889+76.2% | $4,126+108.8% |
| Admin fee / account holder | $154 | $10,328-98.5% | $12,841-98.8% | $7,339-97.9% |