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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 | $48,572 | $181,896-73.3% | $156,551-69.0% | $273,972-82.3% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 3.81% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,619 | $6,248-74.1% | $5,501-70.6% | $4,869-66.7% |
| Participant deferral / active EE | $4,045 | $5,550-27.1% | $4,871-17.0% | $5,287-23.5% |
| Admin fee / account holder | $58 | $15,560-99.6% | $13,028-99.6% | $10,133-99.4% |