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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 | $61,773 | $57,119+8.1% | $85,187-27.5% | $80,935-23.7% |
| Participation rate | 78.9% | 56.4%+22.5pp | 67.5%+11.4pp | 67.7%+11.3pp |
| Annual return | 24.96% | 21.70%+3.3pp | 66.67%-41.7pp | 35.66%-10.7pp |
| Employer contribution / active EE | $2,285 | $1,802+26.8% | $2,732-16.4% | $2,757-17.1% |
| Participant deferral / active EE | $6,181 | $3,115+98.4% | $4,525+36.6% | $4,299+43.8% |
| Admin fee / account holder | $128 | $4,990-97.4% | $6,162-97.9% | $6,924-98.1% |