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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 | $32,334 | $58,726-44.9% | $92,240-64.9% | $62,293-48.1% |
| Participation rate | 70.9% | 68.3%+2.6pp | 76.5%-5.5pp | 69.5%+1.4pp |
| Annual return | 14.84% | 43.62%-28.8pp | 176.29%-161.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $921 | $2,392-61.5% | $3,680-75.0% | $2,042-54.9% |
| Participant deferral / active EE | $2,893 | $2,766+4.6% | $3,897-25.8% | $3,169-8.7% |
| Admin fee / account holder | $186 | $556-66.6% | $5,194-96.4% | $479-61.2% |