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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 | $39,372 | $100,970-61.0% | $96,576-59.2% | $137,256-71.3% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 19.63% | 38.16%-18.5pp | 38.47%-18.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,332 | $3,809-38.8% | $3,553-34.4% | $4,156-43.9% |
| Participant deferral / active EE | $3,888 | $8,286-53.1% | $7,956-51.1% | $6,407-39.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |