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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 | $49,292 | $67,411-26.9% | $91,004-45.8% | $70,126-29.7% |
| Participation rate | 97.1% | 71.4%+25.7pp | 75.6%+21.5pp | 69.5%+27.5pp |
| Annual return | 17.14% | -40.16%+57.3pp | 4.60%+12.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $3,981 | $1,786+122.9% | $2,456+62.1% | $2,343+69.9% |
| Participant deferral / active EE | $2,634 | $2,823-6.7% | $3,548-25.8% | $3,332-21.0% |
| Admin fee / account holder | $261 | $4,236-93.8% | $5,417-95.2% | $4,645-94.4% |