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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 | $58,915 | $57,828+1.9% | $117,039-49.7% | $70,126-16.0% |
| Participation rate | 77.8% | 67.1%+10.7pp | 77.2%+0.6pp | 69.5%+8.2pp |
| Annual return | 18.30% | 17.55%+0.8pp | 18.95%-0.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,591 | $1,816-12.4% | $3,785-58.0% | $2,343-32.1% |
| Participant deferral / active EE | $2,445 | $2,438+0.3% | $3,929-37.8% | $3,332-26.6% |
| Admin fee / account holder | $4 | $3,548-99.9% | $5,974-99.9% | $4,645-99.9% |