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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 | $77,460-36.6% | $100,378-51.1% | $80,925-39.4% |
| Participation rate | 84.0% | 76.9%+7.1pp | 81.5%+2.5pp | 67.7%+16.3pp |
| Annual return | 19.21% | 37.24%-18.0pp | 49.41%-30.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $2,727 | $2,801-2.6% | $3,942-30.8% | $2,756-1.0% |
| Participant deferral / active EE | $5,078 | $6,818-25.5% | $8,087-37.2% | $4,299+18.1% |
| Admin fee / account holder | $266 | $5,887-95.5% | $7,899-96.6% | $6,940-96.2% |