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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 | $25,555 | $99,345-74.3% | $84,753-69.8% | $273,972-90.7% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 8.70% | 22.93%-14.2pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,972 | $4,214-53.2% | $3,574-44.8% | $4,869-59.5% |
| Participant deferral / active EE | $3,134 | $4,270-26.6% | $3,712-15.6% | $5,287-40.7% |
| Admin fee / account holder | $152 | $6,645-97.7% | $5,333-97.1% | $10,133-98.5% |