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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 | $41,064 | $57,119-28.1% | $85,187-51.8% | $80,935-49.3% |
| Participation rate | 70.0% | 56.4%+13.6pp | 67.5%+2.5pp | 67.7%+2.3pp |
| Annual return | 17.17% | 21.70%-4.5pp | 66.67%-49.5pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,896 | $1,802+5.3% | $2,732-30.6% | $2,757-31.2% |
| Participant deferral / active EE | $5,705 | $3,115+83.2% | $4,525+26.1% | $4,299+32.7% |
| Admin fee / account holder | $267 | $4,990-94.7% | $6,162-95.7% | $6,924-96.1% |