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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 | $45,964 | $41,377+11.1% | $109,313-58.0% | $62,881-26.9% |
| Participation rate | 85.5% | 57.5%+27.9pp | 71.3%+14.2pp | 69.3%+16.1pp |
| Annual return | 5.20% | 11.05%-5.8pp | 22.07%-16.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,181 | $1,276+70.9% | $3,892-44.0% | $2,281-4.4% |
| Participant deferral / active EE | $4,842 | $2,045+136.8% | $3,166+52.9% | $3,203+51.2% |
| Admin fee / account holder | $46 | $2,884-98.4% | $5,666-99.2% | $4,296-98.9% |