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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 | $79,894-44.2% | $135,792-67.2% | $82,637-46.1% |
| Participation rate | 75.9% | 63.0%+12.9pp | 72.6%+3.3pp | 68.1%+7.8pp |
| Annual return | 15.04% | 17.20%-2.2pp | 25.96%-10.9pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,870 | $2,165-13.6% | $3,496-46.5% | $2,552-26.7% |
| Participant deferral / active EE | $3,129 | $3,194-2.0% | $4,759-34.3% | $4,126-24.2% |
| Admin fee / account holder | $288 | $6,434-95.5% | $12,266-97.7% | $7,339-96.1% |