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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 | $41,389 | $76,107-45.6% | $96,576-57.1% | $71,495-42.1% |
| Participation rate | 82.5% | 74.4%+8.1pp | 76.0%+6.5pp | 67.9%+14.6pp |
| Annual return | 27.31% | 22.81%+4.5pp | 25.87%+1.4pp | 28.85%-1.5pp |
| Employer contribution / active EE | $2,037 | $2,247-9.3% | $2,965-31.3% | $2,589-21.3% |
| Participant deferral / active EE | $5,543 | $4,218+31.4% | $4,851+14.3% | $4,291+29.2% |
| Admin fee / account holder | $164 | $2,708-94.0% | $8,253-98.0% | $1,588-89.7% |