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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 | $55,329 | $93,598-40.9% | $135,974-59.3% | $75,173-26.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 22.74% | 30.89%-8.1pp | 68.30%-45.6pp | 160.72%-138.0pp |
| Employer contribution / active EE | $2,083 | $3,538-41.1% | $4,859-57.1% | $2,671-22.0% |
| Participant deferral / active EE | $2,797 | $6,405-56.3% | $7,760-64.0% | $4,126-32.2% |
| Admin fee / account holder | $291 | $6,978-95.8% | $10,767-97.3% | $5,651-94.9% |