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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 | $84,805 | $96,956-12.5% | $69,779+21.5% | $273,972-69.0% |
| Participation rate | 94.1% | 77.1%+17.1pp | 71.8%+22.3pp | 83.0%+11.1pp |
| Annual return | 11.43% | 12.93%-1.5pp | 12.99%-1.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,541 | $3,316-23.4% | $2,338+8.7% | $4,869-47.8% |
| Participant deferral / active EE | $5,222 | $3,744+39.5% | $2,931+78.2% | $5,287-1.2% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |