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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 | $64,474 | $126,661-49.1% | $113,397-43.1% | $138,895-53.6% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.5%+5.9pp | 79.9%+2.4pp |
| Annual return | 19.44% | 25.05%-5.6pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,438 | $3,456-0.5% | $2,977+15.5% | $4,194-18.0% |
| Participant deferral / active EE | $4,742 | $5,693-16.7% | $5,076-6.6% | $6,396-25.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |