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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 | $60,288 | $60,349-0.1% | $74,184-18.7% | $62,881-4.1% |
| Participation rate | 95.0% | 72.7%+22.3pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 17.89% | 21.38%-3.5pp | 17.74%+0.2pp | 20.14%-2.3pp |
| Employer contribution / active EE | $709 | $1,680-57.8% | $2,370-70.1% | $2,281-68.9% |
| Participant deferral / active EE | $3,730 | $2,856+30.6% | $3,550+5.1% | $3,203+16.4% |
| Admin fee / account holder | $17 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |