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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 | $39,799 | $46,877-15.1% | $122,354-67.5% | $70,126-43.2% |
| Participation rate | 76.7% | 58.2%+18.5pp | 71.6%+5.0pp | 69.5%+7.1pp |
| Annual return | 13.44% | 24.22%-10.8pp | 30.28%-16.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $937 | $1,288-27.3% | $4,051-76.9% | $2,343-60.0% |
| Participant deferral / active EE | $3,242 | $2,167+49.6% | $3,287-1.4% | $3,332-2.7% |
| Admin fee / account holder | $213 | $3,324-93.6% | $5,479-96.1% | $4,645-95.4% |