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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 | $88,245 | $87,834+0.5% | $133,975-34.1% | $62,881+40.3% |
| Participation rate | 83.9% | 83.4%+0.5pp | 87.1%-3.2pp | 69.3%+14.6pp |
| Annual return | 6.48% | 12.05%-5.6pp | 29.29%-22.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,809 | $3,482-19.3% | $5,211-46.1% | $2,281+23.2% |
| Participant deferral / active EE | $6,138 | $4,812+27.6% | $6,282-2.3% | $3,203+91.6% |
| Admin fee / account holder | $171 | $5,372-96.8% | $9,324-98.2% | $4,296-96.0% |