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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 | $83,896 | $110,137-23.8% | $161,149-47.9% | $82,637+1.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 16.78% | 20.69%-3.9pp | 21.16%-4.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,561 | $2,856-45.3% | $4,360-64.2% | $2,552-38.8% |
| Participant deferral / active EE | $4,825 | $4,575+5.5% | $6,153-21.6% | $4,126+16.9% |
| Admin fee / account holder | $274 | $9,467-97.1% | $15,194-98.2% | $7,339-96.3% |