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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 | $45,126 | $41,377+9.1% | $109,313-58.7% | $62,881-28.2% |
| Participation rate | 94.3% | 57.5%+36.7pp | 71.3%+23.0pp | 69.3%+25.0pp |
| Annual return | 5.53% | 11.05%-5.5pp | 22.07%-16.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $962 | $1,276-24.6% | $3,892-75.3% | $2,281-57.8% |
| Participant deferral / active EE | $2,472 | $2,045+20.9% | $3,166-21.9% | $3,203-22.8% |
| Admin fee / account holder | $285 | $2,884-90.1% | $5,666-95.0% | $4,296-93.4% |