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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 | $94,361 | $86,701+8.8% | $73,309+28.7% | $125,388-24.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 74.9%+16.8pp | 83.2%+8.5pp |
| Annual return | 3.23% | 2.78%+0.4pp | 5.67%-2.4pp | 282.24%-279.0pp |
| Employer contribution / active EE | $1,665 | $4,152-59.9% | $3,237-48.6% | $4,866-65.8% |
| Participant deferral / active EE | $5,793 | $5,549+4.4% | $4,991+16.1% | $5,352+8.2% |
| Admin fee / account holder | $103 | $7,768-98.7% | $5,635-98.2% | $9,541-98.9% |