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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 | $72,359 | $96,956-25.4% | $69,779+3.7% | $273,972-73.6% |
| Participation rate | 90.9% | 77.1%+13.8pp | 71.8%+19.1pp | 83.0%+7.9pp |
| Annual return | 13.53% | 12.93%+0.6pp | 12.99%+0.5pp | 41.46%-27.9pp |
| Employer contribution / active EE | $5,007 | $3,316+51.0% | $2,338+114.1% | $4,869+2.8% |
| Participant deferral / active EE | $8,642 | $3,744+130.8% | $2,931+194.9% | $5,287+63.5% |
| Admin fee / account holder | $251 | $7,934-96.8% | $4,381-94.3% | $10,133-97.5% |