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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 | $30,966 | $47,848-35.3% | $81,473-62.0% | $70,126-55.8% |
| Participation rate | 77.8% | 58.3%+19.5pp | 68.0%+9.8pp | 69.5%+8.2pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,674 | $1,527+9.6% | $2,568-34.8% | $2,343-28.5% |
| Participant deferral / active EE | $2,531 | $2,453+3.2% | $3,537-28.5% | $3,332-24.0% |
| Admin fee / account holder | $278 | $3,145-91.2% | $4,561-93.9% | $4,645-94.0% |