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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 | $34,145 | $72,269-52.8% | $101,271-66.3% | $79,852-57.2% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 17.72% | 22.29%-4.6pp | 46.48%-28.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $1,383 | $2,692-48.6% | $3,660-62.2% | $2,471-44.0% |
| Participant deferral / active EE | $1,807 | $3,282-44.9% | $4,371-58.6% | $3,740-51.7% |
| Admin fee / account holder | $2 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |