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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 | $42,608 | $88,707-52.0% | $74,184-42.6% | $273,972-84.4% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 7.06% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,638 | $3,159+15.1% | $2,370+53.5% | $4,869-25.3% |
| Participant deferral / active EE | $8,795 | $4,212+108.8% | $3,550+147.8% | $5,287+66.3% |
| Admin fee / account holder | $144 | $8,717-98.3% | $5,586-97.4% | $10,133-98.6% |