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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 | $60,327 | $124,330-51.5% | $109,173-44.7% | $167,536-64.0% |
| Participation rate | 91.7% | 79.5%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 17.53% | 26.04%-8.5pp | 25.75%-8.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $2,979 | $4,209-29.2% | $3,723-20.0% | $4,839-38.4% |
| Participant deferral / active EE | $5,479 | $5,256+4.2% | $4,654+17.7% | $6,342-13.6% |
| Admin fee / account holder | $262 | $7,974-96.7% | $6,755-96.1% | $12,315-97.9% |