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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 | $58,274 | $90,486-35.6% | $78,676-25.9% | $273,972-78.7% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 5.69% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,086 | $3,175-34.3% | $2,850-26.8% | $4,869-57.2% |
| Participant deferral / active EE | $1,409 | $3,901-63.9% | $3,517-59.9% | $5,287-73.4% |
| Admin fee / account holder | $119 | $5,263-97.7% | $4,510-97.4% | $10,133-98.8% |