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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 | $53,969 | $72,269-25.3% | $101,271-46.7% | $79,852-32.4% |
| Participation rate | 78.8% | 68.5%+10.3pp | 75.8%+3.0pp | 69.6%+9.1pp |
| Annual return | 18.59% | 22.29%-3.7pp | 46.48%-27.9pp | 31.72%-13.1pp |
| Employer contribution / active EE | $2,261 | $2,692-16.0% | $3,660-38.2% | $2,471-8.5% |
| Participant deferral / active EE | $3,985 | $3,282+21.4% | $4,371-8.8% | $3,740+6.5% |
| Admin fee / account holder | $48 | $4,401-98.9% | $5,948-99.2% | $5,306-99.1% |