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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 | $42,729 | $153,769-72.2% | $133,975-68.1% | $273,972-84.4% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 16.25% | 36.51%-20.3pp | 29.29%-13.0pp | 41.46%-25.2pp |
| Employer contribution / active EE | $1,635 | $6,029-72.9% | $5,211-68.6% | $4,869-66.4% |
| Participant deferral / active EE | $4,186 | $6,958-39.8% | $6,282-33.4% | $5,287-20.8% |
| Admin fee / account holder | $297 | $11,765-97.5% | $9,324-96.8% | $10,133-97.1% |