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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 | $10,801 | $81,276-86.7% | $155,574-93.1% | $80,925-86.7% |
| Participation rate | 76.2% | 66.2%+9.9pp | 78.2%-2.0pp | 67.7%+8.5pp |
| Annual return | 15.41% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $2,335 | $3,103-24.7% | $4,676-50.1% | $2,756-15.3% |
| Participant deferral / active EE | $3,462 | $3,453+0.3% | $5,629-38.5% | $4,299-19.5% |
| Admin fee / account holder | $63 | $7,993-99.2% | $15,914-99.6% | $6,940-99.1% |