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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 | $34,729 | $135,956-74.5% | $123,894-72.0% | $273,970-87.3% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 7.22% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,292 | $5,170-55.7% | $4,617-50.3% | $4,869-52.9% |
| Participant deferral / active EE | $3,470 | $6,343-45.3% | $5,984-42.0% | $5,287-34.4% |
| Admin fee / account holder | $216 | $9,817-97.8% | $8,357-97.4% | $10,132-97.9% |