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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 | $59,518 | $76,551-22.3% | $123,894-52.0% | $62,881-5.3% |
| Participation rate | 80.3% | 73.0%+7.3pp | 81.4%-1.1pp | 69.3%+11.0pp |
| Annual return | 16.70% | 18.68%-2.0pp | 47.52%-30.8pp | 20.14%-3.4pp |
| Employer contribution / active EE | $1,558 | $2,882-45.9% | $4,617-66.3% | $2,281-31.7% |
| Participant deferral / active EE | $5,527 | $4,840+14.2% | $5,984-7.6% | $3,203+72.6% |
| Admin fee / account holder | $103 | $4,826-97.9% | $8,357-98.8% | $4,296-97.6% |