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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 | $64,298 | $95,404-32.6% | $113,397-43.3% | $82,637-22.2% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.5%+11.4pp | 68.1%+19.8pp |
| Annual return | 18.29% | 19.08%-0.8pp | 23.20%-4.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $3,201 | $2,307+38.8% | $2,977+7.5% | $2,552+25.4% |
| Participant deferral / active EE | $4,790 | $4,220+13.5% | $5,076-5.6% | $4,126+16.1% |
| Admin fee / account holder | $289 | $9,168-96.9% | $11,957-97.6% | $7,339-96.1% |