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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 | $43,505 | $81,276-46.5% | $155,574-72.0% | $80,925-46.2% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 11.87% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,024 | $3,103-34.8% | $4,676-56.7% | $2,756-26.6% |
| Participant deferral / active EE | $4,680 | $3,453+35.5% | $5,629-16.9% | $4,299+8.9% |
| Admin fee / account holder | $1 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |