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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 | $65,735 | $51,708+27.1% | $106,619-38.3% | $62,881+4.5% |
| Participation rate | 79.2% | 66.9%+12.4pp | 78.0%+1.2pp | 69.3%+9.9pp |
| Annual return | 7.96% | 4.69%+3.3pp | 9.42%-1.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $515 | $1,764-70.8% | $3,947-87.0% | $2,281-77.4% |
| Participant deferral / active EE | $3,518 | $2,315+51.9% | $3,930-10.5% | $3,203+9.8% |
| Admin fee / account holder | $233 | $3,349-93.0% | $6,418-96.4% | $4,296-94.6% |