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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 | $34,422 | $81,358-57.7% | $155,556-77.9% | $80,959-57.5% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 10.86% | 33.39%-22.5pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,717 | $3,106-44.7% | $4,675-63.3% | $2,757-37.7% |
| Participant deferral / active EE | $2,315 | $3,455-33.0% | $5,631-58.9% | $4,300-46.2% |
| Admin fee / account holder | $190 | $7,994-97.6% | $15,885-98.8% | $6,925-97.3% |