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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 | $58,243 | $57,352+1.6% | $83,830-30.5% | $64,173-9.2% |
| Participation rate | 76.0% | 68.6%+7.4pp | 76.1%-0.1pp | 69.6%+6.4pp |
| Annual return | 4.06% | 11.38%-7.3pp | 850.97%-846.9pp | 7.63%-3.6pp |
| Employer contribution / active EE | $3,455 | $2,546+35.7% | $3,631-4.9% | $2,381+45.1% |
| Participant deferral / active EE | $3,678 | $2,993+22.9% | $4,082-9.9% | $3,470+6.0% |
| Admin fee / account holder | $281 | $4,046-93.1% | $5,479-94.9% | $4,887-94.2% |