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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 | $63,876 | $99,345-35.7% | $84,753-24.6% | $273,972-76.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.59% | 22.93%-15.3pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $8,206 | $4,214+94.7% | $3,574+129.6% | $4,869+68.5% |
| Participant deferral / active EE | $4,490 | $4,270+5.2% | $3,712+21.0% | $5,287-15.1% |
| Admin fee / account holder | $228 | $6,645-96.6% | $5,333-95.7% | $10,133-97.7% |