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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 | $85,134 | $56,894+49.6% | $84,753+0.5% | $62,881+35.4% |
| Participation rate | 97.3% | 68.5%+28.8pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 8.40% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,337 | $2,400-2.6% | $3,574-34.6% | $2,281+2.5% |
| Participant deferral / active EE | $3,193 | $2,709+17.9% | $3,712-14.0% | $3,203-0.3% |
| Admin fee / account holder | $4 | $3,581-99.9% | $5,333-99.9% | $4,296-99.9% |