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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 | $83,832 | $93,598-10.4% | $135,974-38.3% | $75,173+11.5% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 22.12% | 30.89%-8.8pp | 68.30%-46.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $2,646 | $3,538-25.2% | $4,859-45.5% | $2,671-0.9% |
| Participant deferral / active EE | $7,871 | $6,405+22.9% | $7,760+1.4% | $4,126+90.8% |
| Admin fee / account holder | $299 | $6,978-95.7% | $10,767-97.2% | $5,651-94.7% |