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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 | $67,830 | $52,836+28.4% | $105,738-35.9% | $64,173+5.7% |
| Participation rate | 85.7% | 66.5%+19.2pp | 76.3%+9.4pp | 69.6%+16.1pp |
| Annual return | 11.51% | 14.30%-2.8pp | 6.27%+5.2pp | 7.63%+3.9pp |
| Employer contribution / active EE | $1,811 | $1,827-0.9% | $3,268-44.6% | $2,381-23.9% |
| Participant deferral / active EE | $4,837 | $2,545+90.0% | $4,080+18.6% | $3,470+39.4% |
| Admin fee / account holder | $98 | $3,959-97.5% | $6,913-98.6% | $4,887-98.0% |