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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 | $32,840 | $56,544-41.9% | $75,501-56.5% | $70,124-53.2% |
| Participation rate | 78.2% | 68.1%+10.1pp | 72.4%+5.8pp | 69.5%+8.6pp |
| Annual return | 16.48% | 23.59%-7.1pp | 27.35%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,104 | $1,817-39.2% | $2,352-53.1% | $2,342-52.9% |
| Participant deferral / active EE | $2,211 | $2,580-14.3% | $3,142-29.6% | $3,332-33.6% |
| Admin fee / account holder | $203 | $3,827-94.7% | $5,801-96.5% | $4,645-95.6% |