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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 | $86,582 | $78,027+11.0% | $178,528-51.5% | $80,925+7.0% |
| Participation rate | 77.8% | 65.7%+12.1pp | 77.1%+0.7pp | 67.7%+10.1pp |
| Annual return | 20.32% | 18.09%+2.2pp | 27.11%-6.8pp | 35.65%-15.3pp |
| Employer contribution / active EE | $1,322 | $2,281-42.1% | $3,950-66.5% | $2,756-52.1% |
| Participant deferral / active EE | $3,673 | $4,408-16.7% | $6,278-41.5% | $4,299-14.6% |
| Admin fee / account holder | $23 | $7,168-99.7% | $10,419-99.8% | $6,940-99.7% |