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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 | $58,804 | $81,358-27.7% | $155,556-62.2% | $80,959-27.4% |
| Participation rate | 74.4% | 66.3%+8.1pp | 78.2%-3.9pp | 67.7%+6.7pp |
| Annual return | 12.98% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,551 | $3,106+14.3% | $4,675-24.0% | $2,757+28.8% |
| Participant deferral / active EE | $2,783 | $3,455-19.5% | $5,631-50.6% | $4,300-35.3% |
| Admin fee / account holder | $296 | $7,994-96.3% | $15,885-98.1% | $6,925-95.7% |