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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 | $30,567 | $49,249-37.9% | $70,476-56.6% | $79,852-61.7% |
| Participation rate | 94.3% | 69.2%+25.2pp | 75.1%+19.3pp | 69.6%+24.7pp |
| Annual return | 18.51% | 30.09%-11.6pp | 109.12%-90.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $2,963 | $2,100+41.1% | $2,738+8.2% | $2,471+19.9% |
| Participant deferral / active EE | $2,494 | $2,769-9.9% | $3,710-32.8% | $3,740-33.3% |
| Admin fee / account holder | $250 | $2,878-91.3% | $3,847-93.5% | $5,306-95.3% |