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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 | $58,499 | $81,504-28.2% | $102,437-42.9% | $80,959-27.7% |
| Participation rate | 79.3% | 66.9%+12.5pp | 74.5%+4.8pp | 67.7%+11.6pp |
| Annual return | 14.26% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,506 | $3,104+13.0% | $3,871-9.4% | $2,757+27.2% |
| Participant deferral / active EE | $7,854 | $3,871+102.9% | $5,060+55.2% | $4,300+82.6% |
| Admin fee / account holder | $76 | $6,719-98.9% | $8,388-99.1% | $6,925-98.9% |