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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 | $79,247 | $67,602+17.2% | $82,312-3.7% | $70,126+13.0% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 17.26% | 21.57%-4.3pp | 25.88%-8.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,762 | $1,755+57.4% | $2,428+13.8% | $2,343+17.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $40 | $4,512-99.1% | $5,608-99.3% | $4,645-99.1% |