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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 | $45,480 | $124,980-63.6% | $108,359-58.0% | $154,746-70.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 20.12% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,383 | $2,851-16.4% | $2,399-0.7% | $4,379-45.6% |
| Participant deferral / active EE | $5,466 | $4,743+15.2% | $4,137+32.1% | $6,730-18.8% |
| Admin fee / account holder | $283 | $11,502-97.5% | $9,741-97.1% | $14,365-98.0% |