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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 | $67,439 | $60,349+11.7% | $74,184-9.1% | $62,881+7.2% |
| Participation rate | 81.5% | 72.7%+8.8pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 8.56% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,590 | $1,680+54.1% | $2,370+9.3% | $2,281+13.5% |
| Participant deferral / active EE | $5,218 | $2,856+82.7% | $3,550+47.0% | $3,203+62.9% |
| Admin fee / account holder | $207 | $4,261-95.2% | $5,586-96.3% | $4,296-95.2% |