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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 | $54,769 | $67,602-19.0% | $82,312-33.5% | $70,126-21.9% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 14.37% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,388 | $2,987+13.4% | $3,706-8.6% | $3,332+1.7% |
| Admin fee / account holder | $49 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |