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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 | $38,297 | $67,602-43.3% | $82,312-53.5% | $70,126-45.4% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.9%+18.3pp | 69.5%+25.7pp |
| Annual return | 23.31% | 21.57%+1.7pp | 25.88%-2.6pp | 73.15%-49.8pp |
| Employer contribution / active EE | $2,545 | $1,755+45.0% | $2,428+4.8% | $2,343+8.6% |
| Participant deferral / active EE | $5,707 | $2,987+91.0% | $3,706+54.0% | $3,332+71.3% |
| Admin fee / account holder | $193 | $4,512-95.7% | $5,608-96.6% | $4,645-95.8% |