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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 | $51,238 | $54,368-5.8% | $117,039-56.2% | $62,293-17.7% |
| Participation rate | 79.5% | 64.9%+14.5pp | 77.2%+2.3pp | 69.5%+10.0pp |
| Annual return | 21.29% | 21.77%-0.5pp | 18.95%+2.3pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,340 | $1,692-20.8% | $3,785-64.6% | $2,042-34.4% |
| Participant deferral / active EE | $2,973 | $2,269+31.0% | $3,929-24.3% | $3,169-6.2% |
| Admin fee / account holder | $186 | $493-62.2% | $5,974-96.9% | $479-61.1% |