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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 | $84,202 | $72,269+16.5% | $101,271-16.9% | $79,852+5.4% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 15.14% | 22.29%-7.1pp | 46.48%-31.3pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,679 | $2,692-37.6% | $3,660-54.1% | $2,471-32.0% |
| Participant deferral / active EE | $4,383 | $3,282+33.6% | $4,371+0.3% | $3,740+17.2% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |