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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 | $51,175 | $58,493-12.5% | $84,023-39.1% | $72,976-29.9% |
| Participation rate | 88.7% | 61.2%+27.4pp | 69.0%+19.7pp | 69.5%+19.2pp |
| Annual return | 22.65% | 28.93%-6.3pp | 71.32%-48.7pp | 81.02%-58.4pp |
| Employer contribution / active EE | $991 | $1,163-14.8% | $1,984-50.0% | $2,440-59.4% |
| Participant deferral / active EE | $2,214 | $2,394-7.5% | $3,239-31.7% | $3,608-38.6% |
| Admin fee / account holder | $272 | $4,569-94.0% | $6,102-95.5% | $5,124-94.7% |