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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 | $59,825 | $138,393-56.8% | $184,256-67.5% | $80,959-26.1% |
| Participation rate | 75.9% | 83.9%-8.0pp | 86.8%-11.0pp | 67.7%+8.2pp |
| Annual return | 16.90% | 20.01%-3.1pp | 28.85%-11.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,209 | $4,847-54.4% | $6,427-65.6% | $2,757-19.9% |
| Participant deferral / active EE | $7,966 | $7,076+12.6% | $9,133-12.8% | $4,300+85.2% |
| Admin fee / account holder | $250 | $10,489-97.6% | $13,899-98.2% | $6,925-96.4% |