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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 | $54,935 | $63,365-13.3% | $91,994-40.3% | $72,976-24.7% |
| Participation rate | 70.5% | 72.5%-2.1pp | 78.6%-8.2pp | 69.5%+1.0pp |
| Annual return | 27.23% | 35.35%-8.1pp | 69.04%-41.8pp | 81.02%-53.8pp |
| Employer contribution / active EE | $1,752 | $2,116-17.2% | $3,453-49.3% | $2,440-28.2% |
| Participant deferral / active EE | $3,446 | $4,883-29.4% | $5,924-41.8% | $3,608-4.5% |
| Admin fee / account holder | $232 | $4,670-95.0% | $7,744-97.0% | $5,124-95.5% |