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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 | $108,825+9.8% | $156,181-23.5% | $82,448+44.9% |
| Participation rate | 82.4% | 72.4%+10.0pp | 78.8%+3.5pp | 68.1%+14.3pp |
| Annual return | 19.81% | 20.59%-0.8pp | 64.87%-45.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,165 | $2,870-59.4% | $4,294-72.9% | $2,551-54.3% |
| Participant deferral / active EE | $3,719 | $4,577-18.8% | $6,132-39.4% | $4,139-10.2% |
| Admin fee / account holder | $261 | $9,341-97.2% | $14,586-98.2% | $7,234-96.4% |