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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 | $52,576 | $96,956-45.8% | $69,779-24.7% | $273,972-80.8% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 4.86% | 12.93%-8.1pp | 12.99%-8.1pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,776 | $3,316+13.9% | $2,338+61.5% | $4,869-22.5% |
| Participant deferral / active EE | $5,708 | $3,744+52.5% | $2,931+94.8% | $5,287+8.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |