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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 | $27,953 | $58,493-52.2% | $84,021-66.7% | $72,975-61.7% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 28.17% | 28.93%-0.8pp | 71.32%-43.1pp | 81.01%-52.8pp |
| Employer contribution / active EE | $1,661 | $1,163+42.8% | $1,984-16.3% | $2,440-31.9% |
| Participant deferral / active EE | $4,353 | $2,394+81.9% | $3,239+34.4% | $3,608+20.7% |
| Admin fee / account holder | $105 | $4,569-97.7% | $6,102-98.3% | $5,124-98.0% |