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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 | $38,303 | $65,367-41.4% | $92,915-58.8% | $72,976-47.5% |
| Participation rate | 86.4% | 68.3%+18.1pp | 76.0%+10.4pp | 69.5%+16.9pp |
| Annual return | 17.32% | 42.11%-24.8pp | 109.45%-92.1pp | 81.02%-63.7pp |
| Employer contribution / active EE | $1,229 | $2,594-52.6% | $3,653-66.3% | $2,440-49.6% |
| Participant deferral / active EE | $2,333 | $3,128-25.4% | $4,238-45.0% | $3,608-35.3% |
| Admin fee / account holder | $17 | $4,251-99.6% | $5,796-99.7% | $5,124-99.7% |