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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 | $48,461 | $99,994-51.5% | $146,647-67.0% | $85,851-43.6% |
| Participation rate | 78.8% | 73.1%+5.7pp | 80.1%-1.3pp | 69.3%+9.5pp |
| Annual return | 14.41% | 18.93%-4.5pp | 22.75%-8.3pp | 318.63%-304.2pp |
| Employer contribution / active EE | $1,685 | $2,559-34.2% | $4,137-59.3% | $2,565-34.3% |
| Participant deferral / active EE | $3,078 | $4,006-23.2% | $5,506-44.1% | $3,952-22.1% |
| Admin fee / account holder | $164 | $7,703-97.9% | $10,281-98.4% | $6,261-97.4% |