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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 | $36,621 | $93,064-60.6% | $74,577-50.9% | $273,972-86.6% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 7.87% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,848 | $3,160+21.8% | $2,525+52.4% | $4,869-21.0% |
| Participant deferral / active EE | $6,642 | $4,160+59.6% | $3,458+92.1% | $5,287+25.6% |
| Admin fee / account holder | $167 | $5,273-96.8% | $4,138-96.0% | $10,133-98.3% |