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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 | $39,154 | $88,707-55.9% | $74,184-47.2% | $273,972-85.7% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 7.37% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,529 | $3,159-19.9% | $2,370+6.7% | $4,869-48.1% |
| Participant deferral / active EE | $5,475 | $4,212+30.0% | $3,550+54.2% | $5,287+3.6% |
| Admin fee / account holder | $274 | $8,717-96.9% | $5,586-95.1% | $10,133-97.3% |