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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 | $47,365 | $118,496-60.0% | $98,461-51.9% | $139,466-66.0% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 19.51% | 18.96%+0.6pp | 21.17%-1.7pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,490 | $3,611-31.0% | $3,049-18.3% | $4,754-47.6% |
| Participant deferral / active EE | $7,038 | $5,393+30.5% | $4,738+48.5% | $6,712+4.9% |
| Admin fee / account holder | $284 | $14,056-98.0% | $8,961-96.8% | $11,409-97.5% |