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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 | $39,942 | $181,896-78.0% | $156,551-74.5% | $273,972-85.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.26% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $7,385 | $6,248+18.2% | $5,501+34.2% | $4,869+51.7% |
| Participant deferral / active EE | $3,238 | $5,550-41.7% | $4,871-33.5% | $5,287-38.8% |
| Admin fee / account holder | $50 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |