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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 | $48,838 | $88,707-44.9% | $74,184-34.2% | $273,972-82.2% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.6%+4.3pp | 83.0%-2.1pp |
| Annual return | 8.96% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,406 | $3,159-23.8% | $2,370+1.5% | $4,869-50.6% |
| Participant deferral / active EE | $5,820 | $4,212+38.2% | $3,550+64.0% | $5,287+10.1% |
| Admin fee / account holder | $224 | $8,717-97.4% | $5,586-96.0% | $10,133-97.8% |