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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 | $78,235 | $49,025+59.6% | $87,502-10.6% | $62,881+24.4% |
| Participation rate | 88.5% | 64.9%+23.6pp | 73.8%+14.6pp | 69.3%+19.2pp |
| Annual return | 7.77% | 10.02%-2.3pp | 12.21%-4.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,195 | $1,372+60.0% | $2,550-13.9% | $2,281-3.8% |
| Participant deferral / active EE | $5,222 | $2,289+128.1% | $3,149+65.9% | $3,203+63.0% |
| Admin fee / account holder | $183 | $4,065-95.5% | $4,221-95.7% | $4,296-95.7% |