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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 | $52,809 | $67,602-21.9% | $82,312-35.8% | $70,126-24.7% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 12.86% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $2,107 | $1,755+20.0% | $2,428-13.2% | $2,343-10.1% |
| Participant deferral / active EE | $3,279 | $2,987+9.8% | $3,706-11.5% | $3,332-1.6% |
| Admin fee / account holder | $152 | $4,512-96.6% | $5,608-97.3% | $4,645-96.7% |