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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 | $90,859 | $81,358+11.7% | $155,556-41.6% | $80,959+12.2% |
| Participation rate | 94.9% | 66.3%+28.6pp | 78.2%+16.6pp | 67.7%+27.2pp |
| Annual return | 19.85% | 33.39%-13.5pp | 64.84%-45.0pp | 35.67%-15.8pp |
| Employer contribution / active EE | $2,318 | $3,106-25.4% | $4,675-50.4% | $2,757-15.9% |
| Participant deferral / active EE | $6,461 | $3,455+87.0% | $5,631+14.7% | $4,300+50.2% |
| Admin fee / account holder | $86 | $7,994-98.9% | $15,885-99.5% | $6,925-98.8% |