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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 | $51,077 | $167,533-69.5% | $151,645-66.3% | $134,545-62.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 15.28% | 7.81%+7.5pp | 3.34%+11.9pp | 418.37%-403.1pp |
| Employer contribution / active EE | $2,769 | $6,828-59.5% | $6,165-55.1% | $4,742-41.6% |
| Participant deferral / active EE | $6,626 | $8,985-26.3% | $8,363-20.8% | $6,401+3.5% |
| Admin fee / account holder | $26 | $13,781-99.8% | $11,614-99.8% | $11,431-99.8% |