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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 | $74,221 | $99,345-25.3% | $84,753-12.4% | $273,972-72.9% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 8.15% | 22.93%-14.8pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,782 | $4,214-10.2% | $3,574+5.8% | $4,869-22.3% |
| Participant deferral / active EE | $3,511 | $4,270-17.8% | $3,712-5.4% | $5,287-33.6% |
| Admin fee / account holder | $15 | $6,645-99.8% | $5,333-99.7% | $10,133-99.9% |