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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 | $87,129 | $117,904-26.1% | $102,457-15.0% | $145,978-40.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 32.80% | 31.80%+1.0pp | 29.41%+3.4pp | 550.52%-517.7pp |
| Employer contribution / active EE | $2,540 | $3,613-29.7% | $3,022-15.9% | $4,662-45.5% |
| Participant deferral / active EE | $8,546 | $5,733+49.1% | $5,054+69.1% | $6,690+27.8% |
| Admin fee / account holder | $11 | $13,329-99.9% | $9,451-99.9% | $13,400-99.9% |