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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 | $22,189 | $81,476-72.8% | $102,383-78.3% | $80,925-72.6% |
| Participation rate | 96.4% | 66.8%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 10.86% | 25.59%-14.7pp | 24.94%-14.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $3,576 | $3,105+15.2% | $3,870-7.6% | $2,756+29.7% |
| Participant deferral / active EE | $4,522 | $3,871+16.8% | $5,060-10.6% | $4,299+5.2% |
| Admin fee / account holder | $245 | $6,717-96.3% | $8,391-97.1% | $6,940-96.5% |