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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 | $24,302 | $60,349-59.7% | $74,184-67.2% | $62,881-61.4% |
| Participation rate | 76.0% | 72.7%+3.3pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 7.34% | 21.38%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,250 | $1,680-25.6% | $2,370-47.3% | $2,281-45.2% |
| Participant deferral / active EE | $1,348 | $2,856-52.8% | $3,550-62.0% | $3,203-57.9% |
| Admin fee / account holder | $270 | $4,261-93.7% | $5,586-95.2% | $4,296-93.7% |