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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 | $61,478 | $106,749-42.4% | $145,433-57.7% | $82,448-25.4% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 16.69% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,521 | $3,444-55.8% | $4,554-66.6% | $2,551-40.4% |
| Participant deferral / active EE | $3,773 | $6,519-42.1% | $7,897-52.2% | $4,139-8.8% |
| Admin fee / account holder | $9 | $8,390-99.9% | $13,129-99.9% | $7,234-99.9% |