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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 | $61,921 | $67,602-8.4% | $82,312-24.8% | $70,126-11.7% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 14.06% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,933 | $1,755+124.1% | $2,428+61.9% | $2,343+67.9% |
| Participant deferral / active EE | $10,233 | $2,987+242.6% | $3,706+176.1% | $3,332+207.1% |
| Admin fee / account holder | $172 | $4,512-96.2% | $5,608-96.9% | $4,645-96.3% |