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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 | $46,810 | $39,132+19.6% | $57,196-18.2% | $62,881-25.6% |
| Participation rate | 84.6% | 70.5%+14.1pp | 75.3%+9.3pp | 69.3%+15.3pp |
| Annual return | 10.90% | 9.24%+1.7pp | 14.59%-3.7pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,445 | $1,874-22.9% | $2,683-46.1% | $2,281-36.6% |
| Participant deferral / active EE | $4,282 | $2,374+80.4% | $3,096+38.3% | $3,203+33.7% |
| Admin fee / account holder | $1 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |