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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 | $30,849 | $96,558-68.1% | $80,977-61.9% | $273,972-88.7% |
| Participation rate | 92.9% | 79.1%+13.8pp | 75.8%+17.0pp | 83.0%+9.8pp |
| Annual return | 6.03% | 15.14%-9.1pp | 17.11%-11.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $6,704 | $4,869+37.7% | $3,715+80.5% | $4,869+37.7% |
| Participant deferral / active EE | $4,125 | $6,598-37.5% | $5,696-27.6% | $5,287-22.0% |
| Admin fee / account holder | $293 | $7,493-96.1% | $5,517-94.7% | $10,133-97.1% |