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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 | $40,904 | $81,504-49.8% | $102,437-60.1% | $80,959-49.5% |
| Participation rate | 86.1% | 66.9%+19.3pp | 74.5%+11.6pp | 67.7%+18.4pp |
| Annual return | 14.74% | 25.60%-10.9pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,065 | $3,104-33.5% | $3,871-46.7% | $2,757-25.1% |
| Participant deferral / active EE | $3,021 | $3,871-21.9% | $5,060-40.3% | $4,300-29.7% |
| Admin fee / account holder | $285 | $6,719-95.8% | $8,388-96.6% | $6,925-95.9% |