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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 | $14,702 | $49,249-70.1% | $70,476-79.1% | $79,852-81.6% |
| Participation rate | 72.0% | 69.2%+2.8pp | 75.1%-3.1pp | 69.6%+2.4pp |
| Annual return | 15.74% | 30.09%-14.4pp | 109.12%-93.4pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,068 | $2,100-49.1% | $2,738-61.0% | $2,471-56.8% |
| Participant deferral / active EE | $3,439 | $2,769+24.2% | $3,710-7.3% | $3,740-8.1% |
| Admin fee / account holder | $158 | $2,878-94.5% | $3,847-95.9% | $5,306-97.0% |