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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 | $49,067 | $76,371-35.8% | $93,621-47.6% | $72,976-32.8% |
| Participation rate | 85.7% | 71.8%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 23.24% | 25.82%-2.6pp | 32.76%-9.5pp | 81.02%-57.8pp |
| Employer contribution / active EE | $1,360 | $2,276-40.2% | $2,719-50.0% | $2,440-44.3% |
| Participant deferral / active EE | $3,265 | $3,538-7.7% | $4,070-19.8% | $3,608-9.5% |
| Admin fee / account holder | $252 | $6,839-96.3% | $7,890-96.8% | $5,124-95.1% |