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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 | $59,249 | $61,660-3.9% | $80,022-26.0% | $64,173-7.7% |
| Participation rate | 92.1% | 71.7%+20.4pp | 75.8%+16.3pp | 69.6%+22.5pp |
| Annual return | 10.77% | -0.33%+11.1pp | 11.22%-0.4pp | 7.63%+3.1pp |
| Employer contribution / active EE | $3,714 | $1,810+105.2% | $2,468+50.5% | $2,381+56.0% |
| Participant deferral / active EE | $3,163 | $2,968+6.6% | $3,686-14.2% | $3,470-8.8% |
| Admin fee / account holder | $261 | $5,417-95.2% | $6,521-96.0% | $4,887-94.7% |