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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 | $94,779 | $108,825-12.9% | $156,181-39.3% | $82,448+15.0% |
| Participation rate | 82.6% | 72.4%+10.2pp | 78.8%+3.8pp | 68.1%+14.5pp |
| Annual return | 29.74% | 20.59%+9.2pp | 64.87%-35.1pp | 41.64%-11.9pp |
| Employer contribution / active EE | $1,957 | $2,870-31.8% | $4,294-54.4% | $2,551-23.3% |
| Participant deferral / active EE | $5,644 | $4,577+23.3% | $6,132-8.0% | $4,139+36.3% |
| Admin fee / account holder | $78 | $9,341-99.2% | $14,586-99.5% | $7,234-98.9% |