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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 | $64,917 | $62,583+3.7% | $76,767-15.4% | $64,173+1.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 7.51% | -1.95%+9.5pp | 2.43%+5.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $2,321 | $1,832+26.7% | $2,485-6.6% | $2,381-2.5% |
| Participant deferral / active EE | $5,573 | $3,145+77.2% | $3,852+44.7% | $3,470+60.6% |
| Admin fee / account holder | $245 | $4,667-94.7% | $6,675-96.3% | $4,887-95.0% |