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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 | $72,563 | $67,602+7.3% | $82,312-11.8% | $70,126+3.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.48% | 21.57%-0.1pp | 25.88%-4.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $2,952 | $1,755+68.2% | $2,428+21.6% | $2,343+26.0% |
| Participant deferral / active EE | $5,968 | $2,987+99.8% | $3,706+61.0% | $3,332+79.1% |
| Admin fee / account holder | $239 | $4,512-94.7% | $5,608-95.7% | $4,645-94.9% |