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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 | $42,036 | $59,440-29.3% | $78,004-46.1% | $82,637-49.1% |
| Participation rate | 70.0% | 62.8%+7.2pp | 69.4%+0.6pp | 68.1%+1.9pp |
| Annual return | 18.51% | 40.24%-21.7pp | 31.07%-12.6pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,601 | $1,750+48.6% | $2,469+5.4% | $2,552+1.9% |
| Participant deferral / active EE | $5,555 | $3,138+77.0% | $4,092+35.8% | $4,126+34.6% |
| Admin fee / account holder | $275 | $5,504-95.0% | $7,578-96.4% | $7,339-96.3% |