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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 | $33,213 | $56,287-41.0% | $80,977-59.0% | $62,881-47.2% |
| Participation rate | 75.0% | 68.9%+6.1pp | 75.8%-0.8pp | 69.3%+5.7pp |
| Annual return | 14.88% | 22.13%-7.3pp | 17.11%-2.2pp | 20.14%-5.3pp |
| Employer contribution / active EE | $1,717 | $1,943-11.6% | $3,715-53.8% | $2,281-24.7% |
| Participant deferral / active EE | $3,638 | $4,196-13.3% | $5,696-36.1% | $3,203+13.6% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |