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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 | $15,590 | $58,627-73.4% | $76,735-79.7% | $82,448-81.1% |
| Participation rate | 96.2% | 63.2%+32.9pp | 69.5%+26.7pp | 68.1%+28.1pp |
| Annual return | 28.10% | 39.10%-11.0pp | 29.77%-1.7pp | 41.64%-13.5pp |
| Employer contribution / active EE | $1,951 | $1,729+12.8% | $2,454-20.5% | $2,551-23.5% |
| Participant deferral / active EE | $5,079 | $3,134+62.1% | $4,088+24.2% | $4,139+22.7% |
| Admin fee / account holder | $65 | $5,323-98.8% | $7,189-99.1% | $7,234-99.1% |