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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 | $35,106 | $112,729-68.9% | $98,716-64.4% | $137,256-74.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 18.34% | 38.48%-20.1pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,293 | $2,725-52.6% | $2,279-43.3% | $4,156-68.9% |
| Participant deferral / active EE | $9,356 | $4,640+101.6% | $4,048+131.2% | $6,407+46.0% |
| Admin fee / account holder | $113 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |