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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 | $52,279 | $60,352-13.4% | $74,185-29.5% | $62,881-16.9% |
| Participation rate | 95.2% | 72.7%+22.4pp | 76.6%+18.5pp | 69.3%+25.9pp |
| Annual return | 10.30% | 21.37%-11.1pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $423 | $1,680-74.8% | $2,370-82.1% | $2,281-81.4% |
| Participant deferral / active EE | $3,235 | $2,856+13.3% | $3,550-8.9% | $3,203+1.0% |
| Admin fee / account holder | $247 | $4,261-94.2% | $5,586-95.6% | $4,296-94.3% |