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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 | $92,426 | $106,524-13.2% | $152,301-39.3% | $87,485+5.6% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.4%-4.7pp | 68.9%+8.8pp |
| Annual return | 14.16% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $3,591 | $3,371+6.5% | $4,624-22.3% | $2,596+38.3% |
| Participant deferral / active EE | $8,656 | $6,525+32.7% | $8,004+8.1% | $4,274+102.5% |
| Admin fee / account holder | $25 | $8,287-99.7% | $14,398-99.8% | $7,775-99.7% |