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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 | $37,408 | $81,276-54.0% | $155,574-76.0% | $80,925-53.8% |
| Participation rate | 80.3% | 66.2%+14.1pp | 78.2%+2.1pp | 67.7%+12.7pp |
| Annual return | 16.52% | 33.36%-16.8pp | 64.87%-48.3pp | 35.65%-19.1pp |
| Employer contribution / active EE | $2,085 | $3,103-32.8% | $4,676-55.4% | $2,756-24.4% |
| Participant deferral / active EE | $3,906 | $3,453+13.1% | $5,629-30.6% | $4,299-9.1% |
| Admin fee / account holder | $287 | $7,993-96.4% | $15,914-98.2% | $6,940-95.9% |