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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 | $44,556 | $77,896-42.8% | $134,172-66.8% | $82,448-46.0% |
| Participation rate | 75.9% | 62.8%+13.1pp | 72.5%+3.4pp | 68.1%+7.8pp |
| Annual return | 15.04% | 18.21%-3.2pp | 25.30%-10.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,870 | $2,159-13.4% | $3,420-45.3% | $2,551-26.7% |
| Participant deferral / active EE | $3,129 | $3,162-1.1% | $4,690-33.3% | $4,139-24.4% |
| Admin fee / account holder | $288 | $6,336-95.5% | $12,016-97.6% | $7,234-96.0% |