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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 | $48,968 | $86,919-43.7% | $102,457-52.2% | $80,911-39.5% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.1pp | 67.6%+12.9pp |
| Annual return | 25.71% | 18.90%+6.8pp | 29.41%-3.7pp | 35.63%-9.9pp |
| Employer contribution / active EE | $2,170 | $2,368-8.4% | $3,022-28.2% | $2,756-21.3% |
| Participant deferral / active EE | $2,459 | $4,119-40.3% | $5,054-51.4% | $4,297-42.8% |
| Admin fee / account holder | $13 | $8,049-99.8% | $9,451-99.9% | $6,935-99.8% |