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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 | $71,642 | $101,795-29.6% | $165,100-56.6% | $80,959-11.5% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.0pp | 67.7%+19.0pp |
| Annual return | 20.39% | 16.73%+3.7pp | 70.21%-49.8pp | 35.67%-15.3pp |
| Employer contribution / active EE | $2,330 | $2,954-21.1% | $4,348-46.4% | $2,757-15.5% |
| Participant deferral / active EE | $2,665 | $4,476-40.5% | $6,035-55.9% | $4,300-38.0% |
| Admin fee / account holder | $276 | $8,221-96.6% | $12,696-97.8% | $6,925-96.0% |