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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 | $50,105 | $161,352-68.9% | $134,172-62.7% | $137,256-63.5% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 19.61% | 28.72%-9.1pp | 25.30%-5.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $952 | $4,099-76.8% | $3,420-72.2% | $4,156-77.1% |
| Participant deferral / active EE | $3,112 | $5,552-43.9% | $4,690-33.6% | $6,407-51.4% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |