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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 | $36,506 | $49,025-25.5% | $87,502-58.3% | $62,881-41.9% |
| Participation rate | 96.9% | 64.9%+32.0pp | 73.8%+23.0pp | 69.3%+27.6pp |
| Annual return | 7.98% | 10.02%-2.0pp | 12.21%-4.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,694 | $1,372+23.5% | $2,550-33.6% | $2,281-25.7% |
| Participant deferral / active EE | $1,471 | $2,289-35.7% | $3,149-53.3% | $3,203-54.1% |
| Admin fee / account holder | $220 | $4,065-94.6% | $4,221-94.8% | $4,296-94.9% |