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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 | $75,989 | $102,609-25.9% | $98,090-22.5% | $138,895-45.3% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 25.81% | 36.44%-10.6pp | 37.05%-11.2pp | 145.39%-119.6pp |
| Employer contribution / active EE | $4,836 | $3,867+25.0% | $3,606+34.1% | $4,194+15.3% |
| Participant deferral / active EE | $12,340 | $8,167+51.1% | $7,845+57.3% | $6,396+92.9% |
| Admin fee / account holder | $268 | $11,434-97.7% | $11,815-97.7% | $12,562-97.9% |