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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 | $48,186 | $156,616-69.2% | $133,346-63.9% | $198,609-75.7% |
| Participation rate | 88.9% | 77.7%+11.2pp | 72.8%+16.0pp | 82.4%+6.5pp |
| Annual return | 15.44% | 44.25%-28.8pp | 36.85%-21.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $1,768 | $3,368-47.5% | $2,853-38.0% | $5,055-65.0% |
| Participant deferral / active EE | $2,309 | $4,920-53.1% | $4,332-46.7% | $6,977-66.9% |
| Admin fee / account holder | $89 | $17,468-99.5% | $14,264-99.4% | $19,030-99.5% |