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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 | $72,938 | $67,602+7.9% | $82,312-11.4% | $70,126+4.0% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 17.17% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $864 | $1,755-50.8% | $2,428-64.4% | $2,343-63.1% |
| Participant deferral / active EE | $4,340 | $2,987+45.3% | $3,706+17.1% | $3,332+30.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |