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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 | $66,740 | $135,956-50.9% | $123,894-46.1% | $273,972-75.6% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 4.20% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,576 | $5,170-50.2% | $4,617-44.2% | $4,869-47.1% |
| Participant deferral / active EE | $4,363 | $6,343-31.2% | $5,984-27.1% | $5,287-17.5% |
| Admin fee / account holder | $118 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |