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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 | $69,881 | $76,834-9.0% | $108,359-35.5% | $87,485-20.1% |
| Participation rate | 81.8% | 61.7%+20.1pp | 70.1%+11.7pp | 68.9%+12.9pp |
| Annual return | 19.90% | 19.09%+0.8pp | 36.89%-17.0pp | 26.06%-6.2pp |
| Employer contribution / active EE | $3,483 | $1,556+123.8% | $2,399+45.2% | $2,596+34.2% |
| Participant deferral / active EE | $9,320 | $3,100+200.6% | $4,137+125.3% | $4,274+118.1% |
| Admin fee / account holder | $196 | $6,537-97.0% | $9,741-98.0% | $7,775-97.5% |