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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 | $53,278 | $54,541-2.3% | $78,778-32.4% | $70,126-24.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 15.46% | 21.07%-5.6pp | 35.62%-20.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $3,721 | $1,089+241.9% | $1,986+87.4% | $2,343+58.9% |
| Participant deferral / active EE | $2,177 | $2,210-1.5% | $2,958-26.4% | $3,332-34.7% |
| Admin fee / account holder | $223 | $3,709-94.0% | $5,134-95.7% | $4,645-95.2% |