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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 | $50,958 | $99,875-49.0% | $146,866-65.3% | $86,983-41.4% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.5%+11.9pp |
| Annual return | 19.35% | 28.10%-8.7pp | 102.85%-83.5pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,094 | $3,224-35.1% | $4,425-52.7% | $2,584-19.0% |
| Participant deferral / active EE | $8,526 | $6,322+34.9% | $7,759+9.9% | $4,194+103.3% |
| Admin fee / account holder | $127 | $7,838-98.4% | $13,620-99.1% | $7,856-98.4% |