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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 | $35,051 | $72,273-51.5% | $101,275-65.4% | $79,856-56.1% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | 13.93% | 22.30%-8.4pp | 46.48%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,313 | $2,691-51.2% | $3,660-64.1% | $2,471-46.9% |
| Participant deferral / active EE | $2,304 | $3,282-29.8% | $4,371-47.3% | $3,741-38.4% |
| Admin fee / account holder | $240 | $4,401-94.5% | $5,948-96.0% | $5,306-95.5% |