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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 | $107,666-63.4% | $102,184-61.5% | $154,746-74.6% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 19.63% | 29.33%-9.7pp | 31.58%-11.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,332 | $3,846-39.4% | $3,594-35.1% | $4,379-46.7% |
| Participant deferral / active EE | $3,888 | $8,719-55.4% | $8,309-53.2% | $6,730-42.2% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |