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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 | $59,546 | $60,349-1.3% | $74,184-19.7% | $62,881-5.3% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 7.60% | 21.38%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,820 | $1,680+8.3% | $2,370-23.2% | $2,281-20.2% |
| Participant deferral / active EE | $4,446 | $2,856+55.7% | $3,550+25.3% | $3,203+38.8% |
| Admin fee / account holder | $135 | $4,261-96.8% | $5,586-97.6% | $4,296-96.8% |