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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 | $33,726 | $99,345-66.1% | $84,753-60.2% | $273,972-87.7% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 3.93% | 22.93%-19.0pp | 22.78%-18.9pp | 41.46%-37.5pp |
| Employer contribution / active EE | $3,294 | $4,214-21.8% | $3,574-7.9% | $4,869-32.4% |
| Participant deferral / active EE | $3,303 | $4,270-22.6% | $3,712-11.0% | $5,287-37.5% |
| Admin fee / account holder | $173 | $6,645-97.4% | $5,333-96.8% | $10,133-98.3% |