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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 | $43,779 | $56,287-22.2% | $80,977-45.9% | $62,881-30.4% |
| Participation rate | 75.5% | 68.9%+6.6pp | 75.8%-0.3pp | 69.3%+6.2pp |
| Annual return | 8.49% | 22.13%-13.6pp | 17.11%-8.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,306 | $1,943+70.1% | $3,715-11.0% | $2,281+44.9% |
| Participant deferral / active EE | $4,231 | $4,196+0.8% | $5,696-25.7% | $3,203+32.1% |
| Admin fee / account holder | $30 | $3,742-99.2% | $5,517-99.5% | $4,296-99.3% |