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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 | $36,109 | $54,541-33.8% | $78,778-54.2% | $70,126-48.5% |
| Participation rate | 75.6% | 60.8%+14.8pp | 69.2%+6.4pp | 69.5%+6.0pp |
| Annual return | 13.95% | 21.07%-7.1pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,047 | $1,089-3.8% | $1,986-47.2% | $2,343-55.3% |
| Participant deferral / active EE | $1,122 | $2,210-49.2% | $2,958-62.1% | $3,332-66.3% |
| Admin fee / account holder | $200 | $3,709-94.6% | $5,134-96.1% | $4,645-95.7% |