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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 | $43,242 | $115,225-62.5% | $100,712-57.1% | $138,895-68.9% |
| Participation rate | 86.7% | 74.3%+12.3pp | 69.3%+17.4pp | 79.9%+6.7pp |
| Annual return | 13.58% | 40.35%-26.8pp | 33.27%-19.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,940 | $2,771-30.0% | $2,313-16.1% | $4,194-53.7% |
| Participant deferral / active EE | $2,600 | $4,699-44.7% | $4,085-36.4% | $6,396-59.4% |
| Admin fee / account holder | $240 | $10,844-97.8% | $9,256-97.4% | $12,562-98.1% |