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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 | $51,492 | $67,602-23.8% | $82,312-37.4% | $70,126-26.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 14.84% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $436 | $1,755-75.1% | $2,428-82.0% | $2,343-81.4% |
| Participant deferral / active EE | $2,114 | $2,987-29.2% | $3,706-43.0% | $3,332-36.5% |
| Admin fee / account holder | $294 | $4,512-93.5% | $5,608-94.7% | $4,645-93.7% |