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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 | $98,383 | $72,269+36.1% | $101,271-2.9% | $79,852+23.2% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 17.11% | 22.29%-5.2pp | 46.48%-29.4pp | 31.72%-14.6pp |
| Employer contribution / active EE | $1,584 | $2,692-41.2% | $3,660-56.7% | $2,471-35.9% |
| Participant deferral / active EE | $3,857 | $3,282+17.5% | $4,371-11.8% | $3,740+3.1% |
| Admin fee / account holder | $229 | $4,401-94.8% | $5,948-96.2% | $5,306-95.7% |