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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 | $27,140 | $81,487-66.7% | $102,412-73.5% | $80,935-66.5% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.7%+27.2pp |
| Annual return | 12.99% | 25.60%-12.6pp | 24.94%-11.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $3,019 | $3,103-2.7% | $3,870-22.0% | $2,757+9.5% |
| Participant deferral / active EE | $4,296 | $3,871+11.0% | $5,060-15.1% | $4,299-0.1% |
| Admin fee / account holder | $102 | $6,717-98.5% | $8,388-98.8% | $6,924-98.5% |