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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 | $97,711 | $64,359+51.8% | $90,161+8.4% | $70,126+39.3% |
| Participation rate | 72.7% | 70.4%+2.3pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,453 | $2,046+68.8% | $3,318+4.1% | $2,343+47.4% |
| Participant deferral / active EE | $5,312 | $4,389+21.0% | $5,287+0.5% | $3,332+59.4% |
| Admin fee / account holder | $12 | $3,945-99.7% | $5,943-99.8% | $4,645-99.7% |