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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 | $69,977 | $54,541+28.3% | $78,778-11.2% | $70,126-0.2% |
| Participation rate | 90.8% | 60.8%+30.0pp | 69.2%+21.6pp | 69.5%+21.2pp |
| Annual return | 18.73% | 21.07%-2.3pp | 35.62%-16.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,263 | $1,089+16.1% | $1,986-36.4% | $2,343-46.1% |
| Participant deferral / active EE | $2,927 | $2,210+32.5% | $2,958-1.0% | $3,332-12.1% |
| Admin fee / account holder | $269 | $3,709-92.7% | $5,134-94.8% | $4,645-94.2% |