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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 | $151,427-66.8% | $112,860-55.4% | $154,746-67.5% |
| Participation rate | 81.8% | 69.1%+12.7pp | 66.3%+15.5pp | 80.7%+1.1pp |
| Annual return | 9.72% | 30.95%-21.2pp | 35.26%-25.5pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,434 | $2,750-47.8% | $2,206-35.0% | $4,379-67.2% |
| Participant deferral / active EE | $7,258 | $4,285+69.4% | $3,493+107.8% | $6,730+7.8% |
| Admin fee / account holder | $157 | $7,369-97.9% | $6,841-97.7% | $14,365-98.9% |