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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 | $96,351 | $71,215+35.3% | $93,696+2.8% | $80,935+19.0% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.7%+7.3pp |
| Annual return | 14.89% | 11.27%+3.6pp | 133.74%-118.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $871 | $1,565-44.4% | $2,422-64.1% | $2,757-68.4% |
| Participant deferral / active EE | $5,392 | $4,037+33.6% | $4,417+22.1% | $4,299+25.4% |
| Admin fee / account holder | $139 | $6,958-98.0% | $8,287-98.3% | $6,924-98.0% |