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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 | $42,997 | $54,541-21.2% | $78,778-45.4% | $70,126-38.7% |
| Participation rate | 71.0% | 60.8%+10.2pp | 69.2%+1.8pp | 69.5%+1.5pp |
| Annual return | 14.29% | 21.07%-6.8pp | 35.62%-21.3pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,491 | $1,089+37.0% | $1,986-24.9% | $2,343-36.4% |
| Participant deferral / active EE | $2,409 | $2,210+9.0% | $2,958-18.6% | $3,332-27.7% |
| Admin fee / account holder | $265 | $3,709-92.9% | $5,134-94.8% | $4,645-94.3% |