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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 | $87,222 | $72,492+20.3% | $87,104+0.1% | $72,975+19.5% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 22.46% | 24.46%-2.0pp | 28.19%-5.7pp | 81.01%-58.5pp |
| Employer contribution / active EE | $3,208 | $1,894+69.4% | $2,521+27.2% | $2,440+31.5% |
| Participant deferral / active EE | $4,491 | $3,270+37.4% | $4,048+10.9% | $3,608+24.5% |
| Admin fee / account holder | $34 | $5,055-99.3% | $7,491-99.5% | $5,124-99.3% |