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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 | $64,325 | $181,896-64.6% | $156,551-58.9% | $273,972-76.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 4.11% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,074 | $6,248-66.8% | $5,501-62.3% | $4,869-57.4% |
| Participant deferral / active EE | $7,984 | $5,550+43.9% | $4,871+63.9% | $5,287+51.0% |
| Admin fee / account holder | $14 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |