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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 | $50,809 | $49,255+3.2% | $70,494-27.9% | $79,856-36.4% |
| Participation rate | 72.7% | 69.2%+3.6pp | 75.1%-2.3pp | 69.6%+3.1pp |
| Annual return | 17.69% | 30.10%-12.4pp | 109.16%-91.5pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,624 | $2,100-22.7% | $2,738-40.7% | $2,471-34.3% |
| Participant deferral / active EE | $2,407 | $2,768-13.1% | $3,711-35.1% | $3,741-35.7% |
| Admin fee / account holder | $162 | $2,879-94.4% | $3,848-95.8% | $5,306-97.0% |