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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 | $50,316 | $116,167-56.7% | $64,489-22.0% | $137,256-63.3% |
| Participation rate | 81.8% | 68.2%+13.6pp | 67.7%+14.1pp | 80.0%+1.9pp |
| Annual return | 9.72% | 36.55%-26.8pp | 55.03%-45.3pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,434 | $2,483-42.2% | $1,523-5.8% | $4,156-65.5% |
| Participant deferral / active EE | $7,258 | $4,215+72.2% | $2,778+161.3% | $6,407+13.3% |
| Admin fee / account holder | $157 | $6,188-97.5% | $4,260-96.3% | $12,270-98.7% |