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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 | $40,397 | $107,809-62.5% | $97,032-58.4% | $155,188-74.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 16.12% | 38.06%-21.9pp | 35.38%-19.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,109 | $2,911-27.6% | $2,629-19.8% | $4,248-50.4% |
| Participant deferral / active EE | $3,311 | $5,129-35.4% | $4,672-29.1% | $6,531-49.3% |
| Admin fee / account holder | $192 | $10,717-98.2% | $9,418-98.0% | $14,480-98.7% |