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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 | $46,526 | $78,423-40.7% | $95,964-51.5% | $79,856-41.7% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 18.04% | 19.37%-1.3pp | 91.64%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,939 | $1,945-0.3% | $2,541-23.7% | $2,471-21.5% |
| Participant deferral / active EE | $2,095 | $3,440-39.1% | $4,167-49.7% | $3,741-44.0% |
| Admin fee / account holder | $27 | $5,622-99.5% | $6,797-99.6% | $5,306-99.5% |