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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 | $77,591 | $124,425-37.6% | $112,040-30.7% | $137,256-43.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 15.87% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $995 | $3,411-70.8% | $2,954-66.3% | $4,156-76.1% |
| Participant deferral / active EE | $7,297 | $5,718+27.6% | $5,098+43.1% | $6,407+13.9% |
| Admin fee / account holder | $108 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |