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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 | $41,924 | $73,978-43.3% | $96,515-56.6% | $75,173-44.2% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.1pp |
| Annual return | 14.41% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,197 | $2,931-25.0% | $3,740-41.3% | $2,671-17.8% |
| Participant deferral / active EE | $2,933 | $3,660-19.9% | $4,880-39.9% | $4,126-28.9% |
| Admin fee / account holder | $45 | $5,219-99.1% | $6,735-99.3% | $5,651-99.2% |