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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 | $22,863 | $54,541-58.1% | $78,778-71.0% | $70,126-67.4% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.2%+0.8pp | 69.5%+0.5pp |
| Annual return | 18.30% | 21.07%-2.8pp | 35.62%-17.3pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,138 | $1,089+96.4% | $1,986+7.7% | $2,343-8.7% |
| Participant deferral / active EE | $3,323 | $2,210+50.3% | $2,958+12.3% | $3,332-0.3% |
| Admin fee / account holder | $191 | $3,709-94.9% | $5,134-96.3% | $4,645-95.9% |