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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 | $50,824 | $43,075+18.0% | $74,577-31.8% | $62,881-19.2% |
| Participation rate | 97.4% | 58.1%+39.3pp | 68.1%+29.3pp | 69.3%+28.1pp |
| Annual return | 5.21% | 17.50%-12.3pp | 20.47%-15.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,363 | $1,498-9.0% | $2,525-46.0% | $2,281-40.2% |
| Participant deferral / active EE | $2,014 | $2,389-15.7% | $3,458-41.7% | $3,203-37.1% |
| Admin fee / account holder | $242 | $2,840-91.5% | $4,138-94.1% | $4,296-94.4% |