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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 | $43,617 | $58,600-25.6% | $83,327-47.7% | $64,173-32.0% |
| Participation rate | 93.3% | 72.0%+21.3pp | 77.8%+15.6pp | 69.6%+23.8pp |
| Annual return | 7.51% | 9.66%-2.1pp | 10.64%-3.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $2,069 | $2,098-1.4% | $3,379-38.8% | $2,381-13.1% |
| Participant deferral / active EE | $2,714 | $4,656-41.7% | $5,565-51.2% | $3,470-21.8% |
| Admin fee / account holder | $267 | $9,282-97.1% | $7,540-96.5% | $4,887-94.5% |