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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 | $41,618 | $109,782-62.1% | $260,467-84.0% | $94,015-55.7% |
| Participation rate | 77.4% | 67.2%+10.2pp | 80.5%-3.0pp | 70.8%+6.6pp |
| Annual return | 15.44% | 18.60%-3.2pp | 100.60%-85.2pp | 17.84%-2.4pp |
| Employer contribution / active EE | $2,053 | $2,147-4.4% | $4,239-51.6% | $2,790-26.4% |
| Participant deferral / active EE | $2,875 | $4,044-28.9% | $6,319-54.5% | $4,249-32.3% |
| Admin fee / account holder | $259 | $11,958-97.8% | $15,461-98.3% | $8,951-97.1% |