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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 | $54,847 | $72,269-24.1% | $101,271-45.8% | $79,852-31.3% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 14.42% | 22.29%-7.9pp | 46.48%-32.1pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,414 | $3,282+65.0% | $4,371+23.9% | $3,740+44.7% |
| Admin fee / account holder | $80 | $4,401-98.2% | $5,948-98.6% | $5,306-98.5% |