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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 | $91,132 | $81,487+11.8% | $102,412-11.0% | $80,935+12.6% |
| Participation rate | 84.1% | 66.8%+17.3pp | 74.5%+9.6pp | 67.7%+16.4pp |
| Annual return | 10.75% | 25.60%-14.8pp | 24.94%-14.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,312 | $3,103-57.7% | $3,870-66.1% | $2,757-52.4% |
| Participant deferral / active EE | $4,601 | $3,871+18.9% | $5,060-9.1% | $4,299+7.0% |
| Admin fee / account holder | $119 | $6,717-98.2% | $8,388-98.6% | $6,924-98.3% |