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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 | $39,349 | $56,287-30.1% | $80,977-51.4% | $62,881-37.4% |
| Participation rate | 96.4% | 68.9%+27.5pp | 75.8%+20.6pp | 69.3%+27.1pp |
| Annual return | 5.99% | 22.13%-16.1pp | 17.11%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,524 | $1,943+81.4% | $3,715-5.1% | $2,281+54.5% |
| Participant deferral / active EE | $8,438 | $4,196+101.1% | $5,696+48.1% | $3,203+163.4% |
| Admin fee / account holder | $59 | $3,742-98.4% | $5,517-98.9% | $4,296-98.6% |