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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 | $55,527 | $115,225-51.8% | $100,712-44.9% | $138,895-60.0% |
| Participation rate | 94.1% | 74.3%+19.8pp | 69.3%+24.8pp | 79.9%+14.2pp |
| Annual return | 21.36% | 40.35%-19.0pp | 33.27%-11.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,196 | $2,771-56.8% | $2,313-48.3% | $4,194-71.5% |
| Participant deferral / active EE | $8,126 | $4,699+72.9% | $4,085+98.9% | $6,396+27.1% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |