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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 | $29,608 | $76,371-61.2% | $93,621-68.4% | $72,976-59.4% |
| Participation rate | 82.1% | 71.8%+10.3pp | 75.8%+6.3pp | 69.5%+12.6pp |
| Annual return | 21.01% | 25.82%-4.8pp | 32.76%-11.8pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,036 | $2,276-54.5% | $2,719-61.9% | $2,440-57.5% |
| Participant deferral / active EE | $1,830 | $3,538-48.3% | $4,070-55.0% | $3,608-49.3% |
| Admin fee / account holder | $122 | $6,839-98.2% | $7,890-98.5% | $5,124-97.6% |