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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 | $50,836 | $123,000-58.7% | $105,582-51.9% | $198,609-74.4% |
| Participation rate | 76.9% | 76.8%+0.2pp | 71.8%+5.2pp | 82.4%-5.5pp |
| Annual return | 33.68% | 18.31%+15.4pp | 18.61%+15.1pp | 202.70%-169.0pp |
| Employer contribution / active EE | $2,832 | $3,582-20.9% | $2,984-5.1% | $5,055-44.0% |
| Participant deferral / active EE | $5,114 | $5,013+2.0% | $4,353+17.5% | $6,977-26.7% |
| Admin fee / account holder | $19 | $16,254-99.9% | $12,856-99.9% | $19,030-99.9% |