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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 | $47,405 | $39,126+21.2% | $57,181-17.1% | $62,891-24.6% |
| Participation rate | 85.2% | 70.5%+14.7pp | 75.3%+9.8pp | 69.3%+15.9pp |
| Annual return | 6.12% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,258 | $1,874-32.9% | $2,682-53.1% | $2,281-44.9% |
| Participant deferral / active EE | $1,025 | $2,374-56.8% | $3,096-66.9% | $3,203-68.0% |
| Admin fee / account holder | $240 | $2,593-90.7% | $3,139-92.4% | $4,296-94.4% |