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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 | $37,530 | $132,310-71.6% | $105,754-64.5% | $273,972-86.3% |
| Participation rate | 88.9% | 83.2%+5.7pp | 78.9%+10.0pp | 83.0%+5.9pp |
| Annual return | 7.51% | 10.08%-2.6pp | 12.25%-4.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,327 | $4,867-52.2% | $4,079-43.0% | $4,869-52.2% |
| Participant deferral / active EE | $3,109 | $6,233-50.1% | $5,326-41.6% | $5,287-41.2% |
| Admin fee / account holder | $21 | $12,036-99.8% | $8,309-99.7% | $10,133-99.8% |