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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 | $55,590 | $91,559-39.3% | $133,978-58.5% | $79,856-30.4% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 13.54% | 61.85%-48.3pp | 45.10%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,730 | $2,384-27.4% | $3,919-55.8% | $2,471-30.0% |
| Participant deferral / active EE | $2,154 | $3,734-42.3% | $5,047-57.3% | $3,741-42.4% |
| Admin fee / account holder | $231 | $6,321-96.3% | $8,930-97.4% | $5,306-95.6% |