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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 | $52,785 | $86,940-39.3% | $102,434-48.5% | $80,935-34.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 33.94% | 18.89%+15.0pp | 29.46%+4.5pp | 35.66%-1.7pp |
| Employer contribution / active EE | $1,249 | $2,370-47.3% | $3,023-58.7% | $2,757-54.7% |
| Participant deferral / active EE | $2,485 | $4,121-39.7% | $5,055-50.8% | $4,299-42.2% |
| Admin fee / account holder | $161 | $8,047-98.0% | $9,462-98.3% | $6,924-97.7% |