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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 | $56,436 | $93,064-39.4% | $74,577-24.3% | $273,972-79.4% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 7.16% | 26.18%-19.0pp | 20.47%-13.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,287 | $3,160-59.3% | $2,525-49.1% | $4,869-73.6% |
| Participant deferral / active EE | $3,785 | $4,160-9.0% | $3,458+9.5% | $5,287-28.4% |
| Admin fee / account holder | $93 | $5,273-98.2% | $4,138-97.8% | $10,133-99.1% |