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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 | $50,950 | $56,287-9.5% | $80,977-37.1% | $62,881-19.0% |
| Participation rate | 71.4% | 68.9%+2.5pp | 75.8%-4.4pp | 69.3%+2.1pp |
| Annual return | 13.73% | 22.13%-8.4pp | 17.11%-3.4pp | 20.14%-6.4pp |
| Employer contribution / active EE | $1,878 | $1,943-3.3% | $3,715-49.4% | $2,281-17.7% |
| Participant deferral / active EE | $6,200 | $4,196+47.8% | $5,696+8.8% | $3,203+93.6% |
| Admin fee / account holder | $172 | $3,742-95.4% | $5,517-96.9% | $4,296-96.0% |