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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 | $47,429 | $57,506-17.5% | $67,221-29.4% | $79,858-40.6% |
| Participation rate | 82.9% | 74.3%+8.7pp | 79.4%+3.6pp | 69.6%+13.3pp |
| Annual return | 24.48% | 18.46%+6.0pp | 20.72%+3.8pp | 31.72%-7.2pp |
| Employer contribution / active EE | $2,065 | $2,961-30.2% | $3,723-44.5% | $2,471-16.4% |
| Participant deferral / active EE | $8,283 | $3,508+136.1% | $4,384+88.9% | $3,740+121.5% |
| Admin fee / account holder | $160 | $4,029-96.0% | $5,844-97.3% | $5,306-97.0% |