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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 | $97,550+10.4% | $120,344-10.5% | $87,485+23.1% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.7%+3.3pp | 68.9%+11.1pp |
| Annual return | 19.00% | 18.41%+0.6pp | 20.30%-1.3pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,711 | $2,291-25.3% | $3,020-43.3% | $2,596-34.1% |
| Participant deferral / active EE | $3,298 | $4,230-22.0% | $5,135-35.8% | $4,274-22.8% |
| Admin fee / account holder | $138 | $9,543-98.6% | $12,742-98.9% | $7,775-98.2% |