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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 | $27,573 | $67,602-59.2% | $82,312-66.5% | $70,126-60.7% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 22.45% | 21.57%+0.9pp | 25.88%-3.4pp | 73.15%-50.7pp |
| Employer contribution / active EE | $2,207 | $1,755+25.8% | $2,428-9.1% | $2,343-5.8% |
| Participant deferral / active EE | $4,001 | $2,987+34.0% | $3,706+8.0% | $3,332+20.1% |
| Admin fee / account holder | $85 | $4,512-98.1% | $5,608-98.5% | $4,645-98.2% |