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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 | $49,357 | $70,486-30.0% | $100,535-50.9% | $79,856-38.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 14.77% | 21.90%-7.1pp | 30.90%-16.1pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,033 | $2,165-6.1% | $3,419-40.5% | $2,471-17.7% |
| Participant deferral / active EE | $2,616 | $5,182-49.5% | $6,271-58.3% | $3,741-30.1% |
| Admin fee / account holder | $112 | $4,480-97.5% | $8,085-98.6% | $5,306-97.9% |