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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 | $86,919-19.0% | $102,457-31.3% | $80,911-13.0% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+26.9pp |
| Annual return | 14.91% | 18.90%-4.0pp | 29.41%-14.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $2,549 | $2,368+7.6% | $3,022-15.7% | $2,756-7.5% |
| Participant deferral / active EE | $7,537 | $4,119+83.0% | $5,054+49.1% | $4,297+75.4% |
| Admin fee / account holder | $217 | $8,049-97.3% | $9,451-97.7% | $6,935-96.9% |