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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 | $45,677 | $69,977-34.7% | $108,582-57.9% | $62,881-27.4% |
| Participation rate | 90.0% | 72.9%+17.1pp | 79.6%+10.4pp | 69.3%+20.7pp |
| Annual return | 13.77% | 10.73%+3.0pp | -51.70%+65.5pp | 20.14%-6.4pp |
| Employer contribution / active EE | $3,270 | $2,135+53.2% | $3,758-13.0% | $2,281+43.4% |
| Participant deferral / active EE | $5,574 | $3,165+76.1% | $4,311+29.3% | $3,203+74.0% |
| Admin fee / account holder | $2 | $5,076-100.0% | $7,645-100.0% | $4,296-99.9% |