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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 | $91,698 | $70,486+30.1% | $100,535-8.8% | $79,856+14.8% |
| Participation rate | 89.2% | 73.6%+15.5pp | 79.4%+9.8pp | 69.6%+19.5pp |
| Annual return | 14.32% | 21.90%-7.6pp | 30.90%-16.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $242 | $2,165-88.8% | $3,419-92.9% | $2,471-90.2% |
| Participant deferral / active EE | $2,295 | $5,182-55.7% | $6,271-63.4% | $3,741-38.6% |
| Admin fee / account holder | $142 | $4,480-96.8% | $8,085-98.2% | $5,306-97.3% |