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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 | $83,792 | $81,358+3.0% | $155,556-46.1% | $80,959+3.5% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 19.62% | 33.39%-13.8pp | 64.84%-45.2pp | 35.67%-16.0pp |
| Employer contribution / active EE | $3,080 | $3,106-0.9% | $4,675-34.1% | $2,757+11.7% |
| Participant deferral / active EE | $4,889 | $3,455+41.5% | $5,631-13.2% | $4,300+13.7% |
| Admin fee / account holder | $21 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |