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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 | $36,472 | $56,544-35.5% | $75,501-51.7% | $70,124-48.0% |
| Participation rate | 81.5% | 68.1%+13.4pp | 72.4%+9.1pp | 69.5%+11.9pp |
| Annual return | 16.47% | 23.59%-7.1pp | 27.35%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,570 | $1,817+41.5% | $2,352+9.3% | $2,342+9.7% |
| Participant deferral / active EE | $4,678 | $2,580+81.3% | $3,142+48.9% | $3,332+40.4% |
| Admin fee / account holder | $248 | $3,827-93.5% | $5,801-95.7% | $4,645-94.7% |