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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 | $50,062 | $147,594-66.1% | $121,871-58.9% | $198,609-74.8% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.2%+15.7pp | 82.4%+6.5pp |
| Annual return | 14.16% | 12.94%+1.2pp | 13.57%+0.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $952 | $3,007-68.3% | $2,731-65.2% | $5,055-81.2% |
| Participant deferral / active EE | $5,177 | $5,168+0.2% | $4,318+19.9% | $6,977-25.8% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |