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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 | $86,940-43.7% | $102,434-52.2% | $80,935-39.5% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.0pp | 67.7%+12.9pp |
| Annual return | 25.71% | 18.89%+6.8pp | 29.46%-3.7pp | 35.66%-9.9pp |
| Employer contribution / active EE | $2,170 | $2,370-8.4% | $3,023-28.2% | $2,757-21.3% |
| Participant deferral / active EE | $2,459 | $4,121-40.3% | $5,055-51.4% | $4,299-42.8% |
| Admin fee / account holder | $13 | $8,047-99.8% | $9,462-99.9% | $6,924-99.8% |