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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 | $48,564 | $65,034-25.3% | $90,970-46.6% | $79,856-39.2% |
| Participation rate | 81.1% | 61.6%+19.5pp | 69.0%+12.1pp | 69.6%+11.5pp |
| Annual return | 13.75% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,897 | $1,247+52.0% | $2,122-10.6% | $2,471-23.2% |
| Participant deferral / active EE | $3,405 | $2,512+35.5% | $3,373+1.0% | $3,741-9.0% |
| Admin fee / account holder | $59 | $4,536-98.7% | $5,961-99.0% | $5,306-98.9% |