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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 | $50,247 | $101,795-50.6% | $165,100-69.6% | $80,959-37.9% |
| Participation rate | 98.5% | 71.8%+26.7pp | 78.6%+19.9pp | 67.7%+30.9pp |
| Annual return | 24.72% | 16.73%+8.0pp | 70.21%-45.5pp | 35.67%-11.0pp |
| Employer contribution / active EE | $1,426 | $2,954-51.7% | $4,348-67.2% | $2,757-48.3% |
| Participant deferral / active EE | $3,020 | $4,476-32.5% | $6,035-50.0% | $4,300-29.8% |
| Admin fee / account holder | $284 | $8,221-96.5% | $12,696-97.8% | $6,925-95.9% |