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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 | $34,052 | $105,623-67.8% | $87,502-61.1% | $273,972-87.6% |
| Participation rate | 86.7% | 78.2%+8.5pp | 73.8%+12.8pp | 83.0%+3.7pp |
| Annual return | 3.38% | 12.26%-8.9pp | 12.21%-8.8pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,895 | $3,141-39.6% | $2,550-25.7% | $4,869-61.1% |
| Participant deferral / active EE | $4,660 | $3,601+29.4% | $3,149+48.0% | $5,287-11.9% |
| Admin fee / account holder | $254 | $4,781-94.7% | $4,221-94.0% | $10,133-97.5% |