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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 | $122,962-59.1% | $71,585-29.7% | $138,895-63.8% |
| Participation rate | 81.8% | 68.9%+13.0pp | 68.2%+13.7pp | 79.9%+1.9pp |
| Annual return | 9.72% | 37.84%-28.1pp | 59.26%-49.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $1,434 | $2,620-45.3% | $1,669-14.0% | $4,194-65.8% |
| Participant deferral / active EE | $7,258 | $4,311+68.4% | $2,923+148.3% | $6,396+13.5% |
| Admin fee / account holder | $157 | $6,488-97.6% | $4,712-96.7% | $12,562-98.8% |