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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 | $87,555 | $81,276+7.7% | $155,574-43.7% | $80,925+8.2% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 22.83% | 33.36%-10.5pp | 64.87%-42.0pp | 35.65%-12.8pp |
| Employer contribution / active EE | $2,514 | $3,103-19.0% | $4,676-46.2% | $2,756-8.8% |
| Participant deferral / active EE | $6,205 | $3,453+79.7% | $5,629+10.2% | $4,299+44.4% |
| Admin fee / account holder | $93 | $7,993-98.8% | $15,914-99.4% | $6,940-98.7% |