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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 | $53,146 | $67,602-21.4% | $82,312-35.4% | $70,126-24.2% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 20.44% | 21.57%-1.1pp | 25.88%-5.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $2,692 | $1,755+53.4% | $2,428+10.9% | $2,343+14.9% |
| Participant deferral / active EE | $1,955 | $2,987-34.5% | $3,706-47.2% | $3,332-41.3% |
| Admin fee / account holder | $113 | $4,512-97.5% | $5,608-98.0% | $4,645-97.6% |