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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 | $114,712-17.4% | $173,730-45.4% | $87,485+8.3% |
| Participation rate | 82.6% | 73.0%+9.6pp | 79.6%+3.0pp | 68.9%+13.7pp |
| Annual return | 29.74% | 20.18%+9.6pp | 19.96%+9.8pp | 26.06%+3.7pp |
| Employer contribution / active EE | $1,957 | $2,904-32.6% | $4,577-57.2% | $2,596-24.6% |
| Participant deferral / active EE | $5,644 | $4,642+21.6% | $6,326-10.8% | $4,274+32.1% |
| Admin fee / account holder | $78 | $10,210-99.2% | $17,523-99.6% | $7,775-99.0% |