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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 | $41,158 | $67,602-39.1% | $82,312-50.0% | $70,126-41.3% |
| Participation rate | 83.6% | 72.8%+10.8pp | 76.9%+6.7pp | 69.5%+14.0pp |
| Annual return | 20.52% | 21.57%-1.0pp | 25.88%-5.4pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,712 | $1,755-2.4% | $2,428-29.5% | $2,343-26.9% |
| Participant deferral / active EE | $4,149 | $2,987+38.9% | $3,706+11.9% | $3,332+24.5% |
| Admin fee / account holder | $297 | $4,512-93.4% | $5,608-94.7% | $4,645-93.6% |