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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 | $58,862 | $60,349-2.5% | $74,184-20.7% | $62,881-6.4% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 8.82% | 21.38%-12.6pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $736 | $1,680-56.2% | $2,370-69.0% | $2,281-67.7% |
| Participant deferral / active EE | $3,529 | $2,856+23.5% | $3,550-0.6% | $3,203+10.2% |
| Admin fee / account holder | $84 | $4,261-98.0% | $5,586-98.5% | $4,296-98.0% |