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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 | $112,729-57.3% | $98,716-51.2% | $137,256-64.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 15.44% | 38.48%-23.0pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,768 | $2,725-35.1% | $2,279-22.4% | $4,156-57.5% |
| Participant deferral / active EE | $2,309 | $4,640-50.2% | $4,048-43.0% | $6,407-64.0% |
| Admin fee / account holder | $89 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |