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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 | $25,352 | $32,425-21.8% | $74,577-66.0% | $55,167-54.0% |
| Participation rate | 71.6% | 54.0%+17.6pp | 68.1%+3.5pp | 69.0%+2.6pp |
| Annual return | 15.41% | 10.63%+4.8pp | 20.47%-5.1pp | 169.23%-153.8pp |
| Employer contribution / active EE | $2,277 | $1,043+118.3% | $2,525-9.8% | $1,963+16.0% |
| Participant deferral / active EE | $5,701 | $1,995+185.8% | $3,458+64.9% | $3,054+86.7% |
| Admin fee / account holder | $139 | $748-81.4% | $4,138-96.6% | $504-72.4% |