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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 | $44,321 | $45,082-1.7% | $69,464-36.2% | $72,975-39.3% |
| Participation rate | 75.9% | 68.5%+7.4pp | 74.6%+1.3pp | 69.5%+6.4pp |
| Annual return | 22.03% | 22.66%-0.6pp | 28.98%-7.0pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,257 | $2,055-38.8% | $2,779-54.8% | $2,440-48.5% |
| Participant deferral / active EE | $4,234 | $2,604+62.6% | $3,536+19.7% | $3,608+17.3% |
| Admin fee / account holder | $7 | $3,057-99.8% | $3,840-99.8% | $5,124-99.9% |