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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 | $37,661 | $72,272-47.9% | $101,264-62.8% | $79,858-52.8% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 11.08% | 22.30%-11.2pp | 46.48%-35.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,026 | $2,692-61.9% | $3,660-72.0% | $2,471-58.5% |
| Participant deferral / active EE | $2,984 | $3,282-9.1% | $4,370-31.7% | $3,740-20.2% |
| Admin fee / account holder | $117 | $4,401-97.3% | $5,947-98.0% | $5,306-97.8% |