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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 | $66,518 | $93,598-28.9% | $135,974-51.1% | $75,173-11.5% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.4pp | 67.2%+31.2pp |
| Annual return | 19.56% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.2pp |
| Employer contribution / active EE | $3,220 | $3,538-9.0% | $4,859-33.7% | $2,671+20.6% |
| Participant deferral / active EE | $8,616 | $6,405+34.5% | $7,760+11.0% | $4,126+108.8% |
| Admin fee / account holder | $77 | $6,978-98.9% | $10,767-99.3% | $5,651-98.6% |