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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 | $38,883 | $112,729-65.5% | $98,716-60.6% | $137,256-71.7% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.3%+18.9pp | 80.0%+8.3pp |
| Annual return | 18.84% | 38.48%-19.6pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,414 | $2,725-48.1% | $2,279-37.9% | $4,156-66.0% |
| Participant deferral / active EE | $4,946 | $4,640+6.6% | $4,048+22.2% | $6,407-22.8% |
| Admin fee / account holder | $232 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |