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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 | $65,604 | $87,166-24.7% | $76,735-14.5% | $137,256-52.2% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 14.48% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,795 | $2,904-38.2% | $2,454-26.9% | $4,156-56.8% |
| Participant deferral / active EE | $6,319 | $4,726+33.7% | $4,088+54.6% | $6,407-1.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |