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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 | $27,635 | $72,027-61.6% | $185,861-85.1% | $79,856-65.4% |
| Participation rate | 72.0% | 65.8%+6.2pp | 78.0%-6.0pp | 69.6%+2.4pp |
| Annual return | 28.36% | 23.13%+5.2pp | 35.96%-7.6pp | 31.71%-3.4pp |
| Employer contribution / active EE | $1,532 | $1,965-22.1% | $4,088-62.5% | $2,471-38.0% |
| Participant deferral / active EE | $3,570 | $3,780-5.6% | $5,634-36.6% | $3,741-4.6% |
| Admin fee / account holder | $167 | $4,513-96.3% | $9,503-98.2% | $5,306-96.9% |