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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 | $59,670 | $105,623-43.5% | $87,502-31.8% | $273,972-78.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 12.39% | 12.26%+0.1pp | 12.21%+0.2pp | 41.46%-29.1pp |
| Employer contribution / active EE | $4,002 | $3,141+27.4% | $2,550+57.0% | $4,869-17.8% |
| Participant deferral / active EE | $6,137 | $3,601+70.4% | $3,149+94.9% | $5,287+16.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |