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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 | $29,402 | $65,367-55.0% | $92,915-68.4% | $72,976-59.7% |
| Participation rate | 73.7% | 68.3%+5.4pp | 76.0%-2.3pp | 69.5%+4.2pp |
| Annual return | 18.32% | 42.11%-23.8pp | 109.45%-91.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $2,216 | $2,594-14.6% | $3,653-39.3% | $2,440-9.2% |
| Participant deferral / active EE | $3,436 | $3,128+9.8% | $4,238-18.9% | $3,608-4.8% |
| Admin fee / account holder | $284 | $4,251-93.3% | $5,796-95.1% | $5,124-94.5% |