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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 | $103,164-51.5% | $90,259-44.5% | $154,746-67.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 70.7%+18.1pp | 80.7%+8.2pp |
| Annual return | 14.16% | 19.25%-5.1pp | 18.88%-4.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $952 | $2,532-62.4% | $2,291-58.5% | $4,379-78.3% |
| Participant deferral / active EE | $5,177 | $4,422+17.1% | $3,827+35.3% | $6,730-23.1% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |