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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 | $55,585 | $86,922-36.1% | $102,438-45.7% | $80,874-31.3% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 16.51% | 18.90%-2.4pp | 29.37%-12.9pp | 35.62%-19.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,211 | $4,119+269.3% | $5,054+201.0% | $4,297+254.0% |
| Admin fee / account holder | $60 | $8,050-99.3% | $9,448-99.4% | $6,935-99.1% |