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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 | $137,585 | $56,894+141.8% | $84,753+62.3% | $62,881+118.8% |
| Participation rate | 92.0% | 68.5%+23.5pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 6.68% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,484 | $2,400-38.2% | $3,574-58.5% | $2,281-34.9% |
| Participant deferral / active EE | $3,436 | $2,709+26.8% | $3,712-7.4% | $3,203+7.3% |
| Admin fee / account holder | $15 | $3,581-99.6% | $5,333-99.7% | $4,296-99.7% |