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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 | $49,307 | $106,524-53.7% | $152,301-67.6% | $87,485-43.6% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 18.69% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $3,922 | $3,371+16.3% | $4,624-15.2% | $2,596+51.1% |
| Participant deferral / active EE | $7,565 | $6,525+15.9% | $8,004-5.5% | $4,274+77.0% |
| Admin fee / account holder | $254 | $8,287-96.9% | $14,398-98.2% | $7,775-96.7% |