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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 | $61,550 | $58,493+5.2% | $84,021-26.7% | $72,975-15.7% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 24.13% | 28.93%-4.8pp | 71.32%-47.2pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,087 | $1,163-6.5% | $1,984-45.2% | $2,440-55.4% |
| Participant deferral / active EE | $2,903 | $2,394+21.3% | $3,239-10.4% | $3,608-19.5% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |