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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 | $27,199 | $79,961-66.0% | $98,462-72.4% | $75,177-63.8% |
| Participation rate | 74.1% | 70.4%+3.7pp | 75.2%-1.1pp | 67.2%+6.9pp |
| Annual return | 20.96% | 19.75%+1.2pp | 21.17%-0.2pp | 160.75%-139.8pp |
| Employer contribution / active EE | $1,668 | $2,264-26.3% | $3,049-45.3% | $2,671-37.6% |
| Participant deferral / active EE | $3,384 | $3,753-9.8% | $4,738-28.6% | $4,126-18.0% |
| Admin fee / account holder | $44 | $6,842-99.3% | $8,875-99.5% | $5,651-99.2% |