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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 | $113,845 | $64,716+75.9% | $112,258+1.4% | $68,495+66.2% |
| Participation rate | 72.4% | 67.2%+5.3pp | 75.1%-2.6pp | 67.9%+4.5pp |
| Annual return | 14.16% | -11.40%+25.6pp | 27.47%-13.3pp | -7.84%+22.0pp |
| Employer contribution / active EE | $1,135 | $2,746-58.7% | $3,636-68.8% | $2,596-56.3% |
| Participant deferral / active EE | $4,542 | $3,565+27.4% | $4,728-3.9% | $4,028+12.8% |
| Admin fee / account holder | $91 | $5,232-98.3% | $6,411-98.6% | $5,403-98.3% |