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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 | $107,670 | $95,453+12.8% | $112,040-3.9% | $82,448+30.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 19.00% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,711 | $2,318-26.2% | $2,954-42.1% | $2,551-32.9% |
| Participant deferral / active EE | $3,298 | $4,224-21.9% | $5,098-35.3% | $4,139-20.3% |
| Admin fee / account holder | $138 | $9,013-98.5% | $12,098-98.9% | $7,234-98.1% |