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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 | $65,234 | $76,551-14.8% | $123,894-47.3% | $62,881+3.7% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 10.64% | 18.68%-8.0pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,114 | $2,882-26.7% | $4,617-54.2% | $2,281-7.3% |
| Participant deferral / active EE | $4,509 | $4,840-6.8% | $5,984-24.7% | $3,203+40.8% |
| Admin fee / account holder | $54 | $4,826-98.9% | $8,357-99.4% | $4,296-98.7% |