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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 | $56,396 | $153,311-63.2% | $109,313-48.4% | $273,972-79.4% |
| Participation rate | 93.3% | 80.1%+13.2pp | 71.3%+22.1pp | 83.0%+10.3pp |
| Annual return | 8.06% | 29.86%-21.8pp | 22.07%-14.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,638 | $5,619-70.8% | $3,892-57.9% | $4,869-66.4% |
| Participant deferral / active EE | $4,246 | $3,932+8.0% | $3,166+34.1% | $5,287-19.7% |
| Admin fee / account holder | $27 | $8,076-99.7% | $5,666-99.5% | $10,133-99.7% |