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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 | $48,372 | $56,894-15.0% | $84,753-42.9% | $62,881-23.1% |
| Participation rate | 77.4% | 68.5%+8.9pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 7.14% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,072 | $2,400-13.6% | $3,574-42.0% | $2,281-9.1% |
| Participant deferral / active EE | $5,366 | $2,709+98.1% | $3,712+44.6% | $3,203+67.5% |
| Admin fee / account holder | $70 | $3,581-98.0% | $5,333-98.7% | $4,296-98.4% |