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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 | $19,983 | $55,889-64.2% | $76,119-73.7% | $80,935-75.3% |
| Participation rate | 76.0% | 62.1%+13.9pp | 69.1%+6.9pp | 67.7%+8.3pp |
| Annual return | 17.08% | 20.58%-3.5pp | 361.25%-344.2pp | 35.66%-18.6pp |
| Employer contribution / active EE | $885 | $1,866-52.6% | $2,693-67.1% | $2,757-67.9% |
| Participant deferral / active EE | $4,038 | $3,051+32.3% | $4,259-5.2% | $4,299-6.1% |
| Admin fee / account holder | $296 | $5,241-94.3% | $6,421-95.4% | $6,924-95.7% |