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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 | $33,343 | $81,457-59.1% | $103,378-67.7% | $80,911-58.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 13.88% | 25.58%-11.7pp | 24.91%-11.0pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,681 | $3,107-13.7% | $3,870-30.7% | $2,756-2.7% |
| Participant deferral / active EE | $4,573 | $3,871+18.1% | $5,058-9.6% | $4,297+6.4% |
| Admin fee / account holder | $256 | $6,717-96.2% | $8,401-96.9% | $6,935-96.3% |