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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 | $59,391 | $56,894+4.4% | $84,753-29.9% | $62,881-5.5% |
| Participation rate | 97.8% | 68.5%+29.3pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 6.04% | 6.30%-0.3pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,434 | $2,400+1.4% | $3,574-31.9% | $2,281+6.7% |
| Participant deferral / active EE | $6,236 | $2,709+130.2% | $3,712+68.0% | $3,203+94.7% |
| Admin fee / account holder | $16 | $3,581-99.6% | $5,333-99.7% | $4,296-99.6% |