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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 | $52,179 | $76,551-31.8% | $123,894-57.9% | $62,881-17.0% |
| Participation rate | 89.1% | 73.0%+16.1pp | 81.4%+7.7pp | 69.3%+19.8pp |
| Annual return | 6.53% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,259 | $2,882-56.3% | $4,617-72.7% | $2,281-44.8% |
| Participant deferral / active EE | $3,265 | $4,840-32.5% | $5,984-45.4% | $3,203+1.9% |
| Admin fee / account holder | $107 | $4,826-97.8% | $8,357-98.7% | $4,296-97.5% |