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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 | $44,104 | $81,358-45.8% | $155,556-71.6% | $80,959-45.5% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 20.23% | 33.39%-13.2pp | 64.84%-44.6pp | 35.67%-15.4pp |
| Employer contribution / active EE | $2,877 | $3,106-7.4% | $4,675-38.5% | $2,757+4.3% |
| Participant deferral / active EE | $7,575 | $3,455+119.2% | $5,631+34.5% | $4,300+76.1% |
| Admin fee / account holder | $2 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |