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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 | $35,044 | $56,544-38.0% | $75,501-53.6% | $70,126-50.0% |
| Participation rate | 78.8% | 68.1%+10.7pp | 72.4%+6.4pp | 69.5%+9.2pp |
| Annual return | 13.32% | 23.59%-10.3pp | 27.35%-14.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,229 | $1,817-32.3% | $2,352-47.7% | $2,343-47.5% |
| Participant deferral / active EE | $1,851 | $2,580-28.3% | $3,142-41.1% | $3,332-44.5% |
| Admin fee / account holder | $227 | $3,827-94.1% | $5,801-96.1% | $4,645-95.1% |