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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 | $59,275 | $76,551-22.6% | $123,894-52.2% | $62,881-5.7% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 18.30% | 18.68%-0.4pp | 47.52%-29.2pp | 20.14%-1.8pp |
| Employer contribution / active EE | $3,471 | $2,882+20.4% | $4,617-24.8% | $2,281+52.2% |
| Participant deferral / active EE | $8,345 | $4,840+72.4% | $5,984+39.4% | $3,203+160.5% |
| Admin fee / account holder | $290 | $4,826-94.0% | $8,357-96.5% | $4,296-93.3% |