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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 | $51,776 | $86,940-40.4% | $102,434-49.5% | $80,935-36.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.0pp |
| Annual return | 13.24% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,598 | $2,370+51.8% | $3,023+19.0% | $2,757+30.5% |
| Participant deferral / active EE | $5,172 | $4,121+25.5% | $5,055+2.3% | $4,299+20.3% |
| Admin fee / account holder | $118 | $8,047-98.5% | $9,462-98.7% | $6,924-98.3% |