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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 | $45,154 | $49,025-7.9% | $87,502-48.4% | $62,881-28.2% |
| Participation rate | 83.6% | 64.9%+18.8pp | 73.8%+9.8pp | 69.3%+14.3pp |
| Annual return | 6.70% | 10.02%-3.3pp | 12.21%-5.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $548 | $1,372-60.0% | $2,550-78.5% | $2,281-76.0% |
| Participant deferral / active EE | $1,909 | $2,289-16.6% | $3,149-39.4% | $3,203-40.4% |
| Admin fee / account holder | $204 | $4,065-95.0% | $4,221-95.2% | $4,296-95.3% |