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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 | $119,474 | $123,478-3.2% | $216,567-44.8% | $94,015+27.1% |
| Participation rate | 82.4% | 75.1%+7.2pp | 81.6%+0.7pp | 70.8%+11.5pp |
| Annual return | 19.81% | 23.61%-3.8pp | 12.94%+6.9pp | 17.84%+2.0pp |
| Employer contribution / active EE | $1,165 | $3,136-62.8% | $5,216-77.7% | $2,790-58.2% |
| Participant deferral / active EE | $3,719 | $4,556-18.4% | $6,191-39.9% | $4,249-12.5% |
| Admin fee / account holder | $261 | $12,753-98.0% | $21,981-98.8% | $8,951-97.1% |