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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 | $41,337 | $87,106-52.5% | $105,607-60.9% | $80,935-48.9% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.7%+12.3pp |
| Annual return | 16.02% | 17.01%-1.0pp | 116.11%-100.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,496 | $2,396-37.6% | $3,167-52.8% | $2,757-45.7% |
| Participant deferral / active EE | $3,050 | $3,986-23.5% | $5,011-39.1% | $4,299-29.1% |
| Admin fee / account holder | $198 | $8,447-97.7% | $10,958-98.2% | $6,924-97.1% |