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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 | $69,983 | $60,349+16.0% | $74,184-5.7% | $62,881+11.3% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.3pp |
| Annual return | 7.94% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,063 | $1,680-36.7% | $2,370-55.1% | $2,281-53.4% |
| Participant deferral / active EE | $2,643 | $2,856-7.5% | $3,550-25.5% | $3,203-17.5% |
| Admin fee / account holder | $139 | $4,261-96.7% | $5,586-97.5% | $4,296-96.8% |