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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 | $39,060 | $99,345-60.7% | $84,753-53.9% | $273,972-85.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 8.84% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,653 | $4,214-37.0% | $3,574-25.8% | $4,869-45.5% |
| Participant deferral / active EE | $5,883 | $4,270+37.8% | $3,712+58.5% | $5,287+11.3% |
| Admin fee / account holder | $1 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |