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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 | $62,719 | $87,166-28.0% | $76,735-18.3% | $137,256-54.3% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 14.12% | 26.50%-12.4pp | 29.77%-15.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,127 | $2,904+7.7% | $2,454+27.4% | $4,156-24.8% |
| Participant deferral / active EE | $4,379 | $4,726-7.4% | $4,088+7.1% | $6,407-31.7% |
| Admin fee / account holder | $217 | $8,403-97.4% | $7,189-97.0% | $12,270-98.2% |