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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 | $71,119 | $80,985-12.2% | $96,576-26.4% | $75,181-5.4% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 14.64% | 27.05%-12.4pp | 25.87%-11.2pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,770 | $2,282-22.5% | $2,965-40.3% | $2,671-33.7% |
| Participant deferral / active EE | $4,487 | $3,929+14.2% | $4,851-7.5% | $4,126+8.8% |
| Admin fee / account holder | $68 | $6,719-99.0% | $8,253-99.2% | $5,650-98.8% |