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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 | $53,797 | $65,034-17.3% | $90,970-40.9% | $79,856-32.6% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 13.42% | 30.45%-17.0pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,134 | $1,247-9.1% | $2,122-46.6% | $2,471-54.1% |
| Participant deferral / active EE | $1,197 | $2,512-52.4% | $3,373-64.5% | $3,741-68.0% |
| Admin fee / account holder | $199 | $4,536-95.6% | $5,961-96.7% | $5,306-96.2% |