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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 | $87,884 | $77,460+13.5% | $100,378-12.4% | $80,925+8.6% |
| Participation rate | 88.9% | 76.9%+11.9pp | 81.5%+7.4pp | 67.7%+21.2pp |
| Annual return | 18.22% | 37.24%-19.0pp | 49.41%-31.2pp | 35.65%-17.4pp |
| Employer contribution / active EE | $1,856 | $2,801-33.7% | $3,942-52.9% | $2,756-32.6% |
| Participant deferral / active EE | $3,787 | $6,818-44.5% | $8,087-53.2% | $4,299-11.9% |
| Admin fee / account holder | $256 | $5,887-95.7% | $7,899-96.8% | $6,940-96.3% |