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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 | $29,853 | $59,440-49.8% | $78,004-61.7% | $82,637-63.9% |
| Participation rate | 76.0% | 62.8%+13.2pp | 69.4%+6.6pp | 68.1%+7.9pp |
| Annual return | 21.37% | 40.24%-18.9pp | 31.07%-9.7pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,049 | $1,750-40.1% | $2,469-57.5% | $2,552-58.9% |
| Participant deferral / active EE | $4,535 | $3,138+44.5% | $4,092+10.8% | $4,126+9.9% |
| Admin fee / account holder | $196 | $5,504-96.4% | $7,578-97.4% | $7,339-97.3% |