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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 | $104,529 | $76,551+36.5% | $123,894-15.6% | $62,881+66.2% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,522 | $2,882-12.5% | $4,617-45.4% | $2,281+10.6% |
| Participant deferral / active EE | $6,306 | $4,840+30.3% | $5,984+5.4% | $3,203+96.9% |
| Admin fee / account holder | $78 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |