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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 | $33,193 | $99,345-66.6% | $84,753-60.8% | $273,972-87.9% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 10.35% | 22.93%-12.6pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,792 | $4,214-33.7% | $3,574-21.9% | $4,869-42.7% |
| Participant deferral / active EE | $6,502 | $4,270+52.3% | $3,712+75.2% | $5,287+23.0% |
| Admin fee / account holder | $114 | $6,645-98.3% | $5,333-97.9% | $10,133-98.9% |