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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 | $120,807 | $99,345+21.6% | $84,753+42.5% | $273,972-55.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.21% | 22.93%-19.7pp | 22.78%-19.6pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,349 | $4,214-44.3% | $3,574-34.3% | $4,869-51.8% |
| Participant deferral / active EE | $2,260 | $4,270-47.1% | $3,712-39.1% | $5,287-57.3% |
| Admin fee / account holder | $70 | $6,645-99.0% | $5,333-98.7% | $10,133-99.3% |