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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 | $115,818 | $99,345+16.6% | $84,753+36.7% | $273,972-57.7% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 6.90% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,185 | $4,270-2.0% | $3,712+12.7% | $5,287-20.9% |
| Admin fee / account holder | $26 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |