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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 | $61,177 | $106,864-42.8% | $147,318-58.5% | $82,637-26.0% |
| Participation rate | 82.4% | 75.5%+6.8pp | 82.1%+0.3pp | 68.1%+14.3pp |
| Annual return | 19.17% | 27.49%-8.3pp | 70.43%-51.3pp | 53.51%-34.3pp |
| Employer contribution / active EE | $4,610 | $3,417+34.9% | $4,593+0.4% | $2,552+80.6% |
| Participant deferral / active EE | $3,966 | $6,496-38.9% | $7,906-49.8% | $4,126-3.9% |
| Admin fee / account holder | $99 | $8,415-98.8% | $13,708-99.3% | $7,339-98.7% |