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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 | $72,491 | $116,167-37.6% | $64,489+12.4% | $137,256-47.2% |
| Participation rate | 85.7% | 68.2%+17.5pp | 67.7%+18.0pp | 80.0%+5.8pp |
| Annual return | 20.46% | 36.55%-16.1pp | 55.03%-34.6pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,904 | $2,483-23.3% | $1,523+25.0% | $4,156-54.2% |
| Participant deferral / active EE | $2,786 | $4,215-33.9% | $2,778+0.3% | $6,407-56.5% |
| Admin fee / account holder | $20 | $6,188-99.7% | $4,260-99.5% | $12,270-99.8% |