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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 | $33,700 | $60,349-44.2% | $74,184-54.6% | $62,881-46.4% |
| Participation rate | 94.3% | 72.7%+21.6pp | 76.6%+17.7pp | 69.3%+25.0pp |
| Annual return | 7.19% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,393 | $1,680-17.1% | $2,370-41.2% | $2,281-38.9% |
| Participant deferral / active EE | $3,784 | $2,856+32.5% | $3,550+6.6% | $3,203+18.1% |
| Admin fee / account holder | $216 | $4,261-94.9% | $5,586-96.1% | $4,296-95.0% |