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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 | $114,712+4.2% | $173,730-31.2% | $87,485+36.6% |
| Participation rate | 82.4% | 73.0%+9.4pp | 79.6%+2.8pp | 68.9%+13.4pp |
| Annual return | 19.81% | 20.18%-0.4pp | 19.96%-0.1pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,165 | $2,904-59.9% | $4,577-74.5% | $2,596-55.1% |
| Participant deferral / active EE | $3,719 | $4,642-19.9% | $6,326-41.2% | $4,274-13.0% |
| Admin fee / account holder | $261 | $10,210-97.4% | $17,523-98.5% | $7,775-96.6% |