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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 | $30,779 | $80,992-62.0% | $96,534-68.1% | $75,173-59.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 22.63% | 27.05%-4.4pp | 25.88%-3.2pp | 160.72%-138.1pp |
| Employer contribution / active EE | $3,149 | $2,283+37.9% | $2,965+6.2% | $2,671+17.9% |
| Participant deferral / active EE | $5,622 | $3,929+43.1% | $4,851+15.9% | $4,126+36.2% |
| Admin fee / account holder | $173 | $6,717-97.4% | $8,253-97.9% | $5,651-96.9% |