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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 | $53,943 | $67,606-20.2% | $82,313-34.5% | $70,124-23.1% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.9%-3.1pp | 69.5%+4.3pp |
| Annual return | 22.00% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,693 | $1,755-3.6% | $2,428-30.3% | $2,342-27.7% |
| Participant deferral / active EE | $2,987 | $2,9870% | $3,706-19.4% | $3,332-10.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |