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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 | $27,320 | $78,013-65.0% | $178,449-84.7% | $80,911-66.2% |
| Participation rate | 74.1% | 65.7%+8.4pp | 77.1%-3.0pp | 67.6%+6.4pp |
| Annual return | 14.28% | 18.07%-3.8pp | 27.09%-12.8pp | 35.63%-21.4pp |
| Employer contribution / active EE | $2,197 | $2,287-3.9% | $3,951-44.4% | $2,756-20.3% |
| Participant deferral / active EE | $2,638 | $4,408-40.1% | $6,277-58.0% | $4,297-38.6% |
| Admin fee / account holder | $0 | $7,166-100.0% | $10,362-100.0% | $6,935-100.0% |