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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 | $76,025 | $70,486+7.9% | $100,528-24.4% | $79,852-4.8% |
| Participation rate | 72.4% | 73.6%-1.2pp | 79.4%-7.0pp | 69.6%+2.8pp |
| Annual return | 18.56% | 21.90%-3.3pp | 30.90%-12.3pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,359 | $2,165-37.2% | $3,419-60.3% | $2,471-45.0% |
| Participant deferral / active EE | $4,015 | $5,182-22.5% | $6,271-36.0% | $3,740+7.3% |
| Admin fee / account holder | $112 | $4,480-97.5% | $8,084-98.6% | $5,306-97.9% |