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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 | $107,733-41.8% | $92,985-32.5% | $154,746-59.5% |
| Participation rate | 85.7% | 74.6%+11.2pp | 69.5%+16.2pp | 80.7%+5.0pp |
| Annual return | 14.12% | 30.39%-16.3pp | 27.99%-13.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,127 | $3,1260% | $2,662+17.5% | $4,379-28.6% |
| Participant deferral / active EE | $4,379 | $5,053-13.3% | $4,3770% | $6,730-34.9% |
| Admin fee / account holder | $217 | $11,369-98.1% | $9,463-97.7% | $14,365-98.5% |