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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 | $33,578 | $58,828-42.9% | $78,002-57.0% | $62,881-46.6% |
| Participation rate | 73.7% | 71.1%+2.6pp | 75.5%-1.8pp | 69.3%+4.4pp |
| Annual return | 15.59% | 17.16%-1.6pp | 425.99%-410.4pp | 20.14%-4.6pp |
| Employer contribution / active EE | $826 | $1,672-50.6% | $2,470-66.5% | $2,281-63.8% |
| Participant deferral / active EE | $2,263 | $2,686-15.7% | $3,497-35.3% | $3,203-29.4% |
| Admin fee / account holder | $113 | $4,393-97.4% | $5,481-97.9% | $4,296-97.4% |