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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 | $38,117 | $76,551-50.2% | $123,894-69.2% | $62,881-39.4% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 8.30% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,680 | $2,882+27.7% | $4,617-20.3% | $2,281+61.3% |
| Participant deferral / active EE | $7,057 | $4,840+45.8% | $5,984+17.9% | $3,203+120.3% |
| Admin fee / account holder | $38 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |