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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 | $37,569 | $81,358-53.8% | $155,556-75.8% | $80,959-53.6% |
| Participation rate | 77.8% | 66.3%+11.5pp | 78.2%-0.4pp | 67.7%+10.1pp |
| Annual return | 34.50% | 33.39%+1.1pp | 64.84%-30.3pp | 35.67%-1.2pp |
| Employer contribution / active EE | $1,464 | $3,106-52.9% | $4,675-68.7% | $2,757-46.9% |
| Participant deferral / active EE | $6,135 | $3,455+77.6% | $5,631+9.0% | $4,300+42.7% |
| Admin fee / account holder | $89 | $7,994-98.9% | $15,885-99.4% | $6,925-98.7% |