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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 | $39,628 | $90,486-56.2% | $78,676-49.6% | $273,972-85.5% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 10.64% | 75.62%-65.0pp | 62.19%-51.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,658 | $3,175-47.8% | $2,850-41.8% | $4,869-65.9% |
| Participant deferral / active EE | $3,887 | $3,901-0.4% | $3,517+10.5% | $5,287-26.5% |
| Admin fee / account holder | $185 | $5,263-96.5% | $4,510-95.9% | $10,133-98.2% |