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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 | $61,493 | $106,974-42.5% | $90,796-32.3% | $138,895-55.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.5%+10.5pp | 79.9%+0.1pp |
| Annual return | 20.52% | 20.10%+0.4pp | 19.29%+1.2pp | 145.39%-124.9pp |
| Employer contribution / active EE | $3,263 | $2,609+25.1% | $2,294+42.2% | $4,194-22.2% |
| Participant deferral / active EE | $5,483 | $4,455+23.1% | $3,822+43.5% | $6,396-14.3% |
| Admin fee / account holder | $239 | $8,626-97.2% | $7,024-96.6% | $12,562-98.1% |