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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 | $89,180 | $182,442-51.1% | $163,379-45.4% | $138,895-35.8% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 16.55% | 72.74%-56.2pp | 63.41%-46.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $909 | $4,159-78.1% | $3,752-75.8% | $4,194-78.3% |
| Participant deferral / active EE | $2,734 | $6,817-59.9% | $6,282-56.5% | $6,396-57.3% |
| Admin fee / account holder | $24 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |