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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 | $70,842 | $67,602+4.8% | $82,312-13.9% | $70,126+1.0% |
| Participation rate | 79.5% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.0pp |
| Annual return | 20.80% | 21.57%-0.8pp | 25.88%-5.1pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,935 | $1,755+10.3% | $2,428-20.3% | $2,343-17.4% |
| Participant deferral / active EE | $4,117 | $2,987+37.8% | $3,706+11.1% | $3,332+23.6% |
| Admin fee / account holder | $86 | $4,512-98.1% | $5,608-98.5% | $4,645-98.2% |