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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 | $75,449 | $76,551-1.4% | $123,894-39.1% | $62,881+20.0% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 8.84% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,645 | $2,882-8.2% | $4,617-42.7% | $2,281+15.9% |
| Participant deferral / active EE | $4,207 | $4,840-13.1% | $5,984-29.7% | $3,203+31.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |