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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 | $56,138 | $72,273-22.3% | $101,275-44.6% | $79,856-29.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 25.51% | 22.30%+3.2pp | 46.48%-21.0pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,590 | $2,691-3.8% | $3,660-29.2% | $2,471+4.8% |
| Participant deferral / active EE | $5,000 | $3,282+52.4% | $4,371+14.4% | $3,741+33.7% |
| Admin fee / account holder | $22 | $4,401-99.5% | $5,948-99.6% | $5,306-99.6% |