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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 | $46,486 | $75,541-38.5% | $152,093-69.4% | $82,637-43.7% |
| Participation rate | 86.3% | 66.5%+19.7pp | 77.8%+8.5pp | 68.1%+18.2pp |
| Annual return | 25.56% | 32.56%-7.0pp | 66.36%-40.8pp | 53.51%-27.9pp |
| Employer contribution / active EE | $2,473 | $2,622-5.7% | $4,175-40.8% | $2,552-3.1% |
| Participant deferral / active EE | $7,717 | $3,206+140.7% | $5,451+41.6% | $4,126+87.0% |
| Admin fee / account holder | $273 | $6,405-95.7% | $14,497-98.1% | $7,339-96.3% |