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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 | $39,242 | $58,512-32.9% | $84,020-53.3% | $72,983-46.2% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 21.79% | 28.93%-7.1pp | 71.31%-49.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,830 | $1,163+57.4% | $1,984-7.7% | $2,440-25.0% |
| Participant deferral / active EE | $3,014 | $2,394+25.9% | $3,239-6.9% | $3,608-16.5% |
| Admin fee / account holder | $85 | $4,569-98.1% | $6,101-98.6% | $5,124-98.4% |