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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 | $33,963 | $93,064-63.5% | $74,577-54.5% | $273,972-87.6% |
| Participation rate | 84.2% | 74.9%+9.3pp | 68.1%+16.1pp | 83.0%+1.2pp |
| Annual return | 5.85% | 26.18%-20.3pp | 20.47%-14.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $4,264 | $3,160+34.9% | $2,525+68.8% | $4,869-12.4% |
| Participant deferral / active EE | $4,049 | $4,160-2.7% | $3,458+17.1% | $5,287-23.4% |
| Admin fee / account holder | $124 | $5,273-97.6% | $4,138-97.0% | $10,133-98.8% |