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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 | $55,798 | $97,289-42.6% | $92,805-39.9% | $155,188-64.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 24.03% | 29.03%-5.0pp | 31.59%-7.6pp | 148.84%-124.8pp |
| Employer contribution / active EE | $2,049 | $3,632-43.6% | $3,424-40.2% | $4,248-51.8% |
| Participant deferral / active EE | $5,511 | $8,795-37.3% | $8,448-34.8% | $6,531-15.6% |
| Admin fee / account holder | $210 | $12,015-98.2% | $10,911-98.1% | $14,480-98.5% |