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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 | $46,062 | $86,949-47.0% | $102,460-55.0% | $80,959-43.1% |
| Participation rate | 72.9% | 72.4%+0.5pp | 76.5%-3.7pp | 67.7%+5.2pp |
| Annual return | 16.67% | 18.89%-2.2pp | 29.47%-12.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,212 | $2,370-6.7% | $3,025-26.9% | $2,757-19.8% |
| Participant deferral / active EE | $4,238 | $4,121+2.8% | $5,056-16.2% | $4,300-1.4% |
| Admin fee / account holder | $240 | $8,048-97.0% | $9,460-97.5% | $6,925-96.5% |