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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 | $81,358-54.0% | $155,556-76.0% | $80,959-53.8% |
| Participation rate | 80.3% | 66.3%+14.1pp | 78.2%+2.1pp | 67.7%+12.7pp |
| Annual return | 16.52% | 33.39%-16.9pp | 64.84%-48.3pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,085 | $3,106-32.9% | $4,675-55.4% | $2,757-24.4% |
| Participant deferral / active EE | $3,906 | $3,455+13.0% | $5,631-30.6% | $4,300-9.2% |
| Admin fee / account holder | $287 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |