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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 | $29,465 | $78,425-62.4% | $95,956-69.3% | $79,858-63.1% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 14.11% | 19.37%-5.3pp | 91.63%-77.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,102 | $1,945-43.4% | $2,541-56.6% | $2,471-55.4% |
| Participant deferral / active EE | $3,619 | $3,440+5.2% | $4,167-13.1% | $3,740-3.2% |
| Admin fee / account holder | $28 | $5,622-99.5% | $6,797-99.6% | $5,306-99.5% |