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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 | $51,573 | $112,729-54.3% | $98,716-47.8% | $137,256-62.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 17.60% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $614 | $2,725-77.5% | $2,279-73.0% | $4,156-85.2% |
| Participant deferral / active EE | $2,173 | $4,640-53.2% | $4,048-46.3% | $6,407-66.1% |
| Admin fee / account holder | $188 | $10,129-98.1% | $8,703-97.8% | $12,270-98.5% |