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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 | $54,117 | $65,367-17.2% | $92,915-41.8% | $72,976-25.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 27.94% | 42.11%-14.2pp | 109.45%-81.5pp | 81.02%-53.1pp |
| Employer contribution / active EE | $1,864 | $2,594-28.2% | $3,653-49.0% | $2,440-23.6% |
| Participant deferral / active EE | $2,910 | $3,128-7.0% | $4,238-31.3% | $3,608-19.3% |
| Admin fee / account holder | $179 | $4,251-95.8% | $5,796-96.9% | $5,124-96.5% |