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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 | $70,404 | $86,940-19.0% | $102,434-31.3% | $80,935-13.0% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.7%+26.9pp |
| Annual return | 14.91% | 18.89%-4.0pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $2,549 | $2,370+7.6% | $3,023-15.7% | $2,757-7.5% |
| Participant deferral / active EE | $7,537 | $4,121+82.9% | $5,055+49.1% | $4,299+75.3% |
| Admin fee / account holder | $217 | $8,047-97.3% | $9,462-97.7% | $6,924-96.9% |