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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 | $30,516 | $65,364-53.3% | $92,909-67.2% | $72,975-58.2% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 21.59% | 42.11%-20.5pp | 109.44%-87.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,398 | $2,594-46.1% | $3,653-61.7% | $2,440-42.7% |
| Participant deferral / active EE | $1,874 | $3,128-40.1% | $4,238-55.8% | $3,608-48.1% |
| Admin fee / account holder | $287 | $4,251-93.2% | $5,795-95.0% | $5,124-94.4% |