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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 | $35,543 | $64,359-44.8% | $90,161-60.6% | $70,126-49.3% |
| Participation rate | 77.8% | 70.4%+7.3pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 23.81% | 28.13%-4.3pp | 34.89%-11.1pp | 73.15%-49.3pp |
| Employer contribution / active EE | $3,007 | $2,046+47.0% | $3,318-9.4% | $2,343+28.4% |
| Participant deferral / active EE | $7,121 | $4,389+62.2% | $5,287+34.7% | $3,332+113.7% |
| Admin fee / account holder | $127 | $3,945-96.8% | $5,943-97.9% | $4,645-97.3% |