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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 | $29,488 | $81,331-63.7% | $155,534-81.0% | $80,935-63.6% |
| Participation rate | 76.0% | 66.3%+9.7pp | 78.2%-2.2pp | 67.7%+8.3pp |
| Annual return | 11.39% | 33.37%-22.0pp | 64.92%-53.5pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,535 | $3,105-18.4% | $4,675-45.8% | $2,757-8.1% |
| Participant deferral / active EE | $6,731 | $3,454+94.9% | $5,630+19.5% | $4,299+56.5% |
| Admin fee / account holder | $188 | $7,999-97.7% | $15,900-98.8% | $6,924-97.3% |