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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 | $49,074 | $77,472-36.7% | $100,415-51.1% | $80,959-39.4% |
| Participation rate | 84.0% | 76.9%+7.1pp | 81.5%+2.5pp | 67.7%+16.3pp |
| Annual return | 19.21% | 37.26%-18.1pp | 49.47%-30.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $2,727 | $2,800-2.6% | $3,943-30.8% | $2,757-1.1% |
| Participant deferral / active EE | $5,078 | $6,818-25.5% | $8,091-37.2% | $4,300+18.1% |
| Admin fee / account holder | $266 | $5,885-95.5% | $7,906-96.6% | $6,925-96.2% |