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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 | $59,830 | $93,064-35.7% | $74,577-19.8% | $273,972-78.2% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 11.64% | 26.18%-14.5pp | 20.47%-8.8pp | 41.46%-29.8pp |
| Employer contribution / active EE | $2,564 | $3,160-18.9% | $2,525+1.5% | $4,869-47.3% |
| Participant deferral / active EE | $5,315 | $4,160+27.8% | $3,458+53.7% | $5,287+0.5% |
| Admin fee / account holder | $212 | $5,273-96.0% | $4,138-94.9% | $10,133-97.9% |