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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 | $42,654 | $73,988-42.3% | $96,538-55.8% | $75,177-43.3% |
| Participation rate | 88.0% | 66.4%+21.6pp | 74.3%+13.7pp | 67.2%+20.8pp |
| Annual return | 21.62% | 26.73%-5.1pp | 35.74%-14.1pp | 160.75%-139.1pp |
| Employer contribution / active EE | $2,408 | $2,930-17.8% | $3,740-35.6% | $2,671-9.9% |
| Participant deferral / active EE | $5,244 | $3,660+43.3% | $4,880+7.5% | $4,126+27.1% |
| Admin fee / account holder | $47 | $5,220-99.1% | $6,737-99.3% | $5,651-99.2% |