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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 | $38,873 | $124,980-68.9% | $108,359-64.1% | $154,746-74.9% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 14.58% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,457 | $2,851-13.8% | $2,399+2.4% | $4,379-43.9% |
| Participant deferral / active EE | $3,115 | $4,743-34.3% | $4,137-24.7% | $6,730-53.7% |
| Admin fee / account holder | $83 | $11,502-99.3% | $9,741-99.1% | $14,365-99.4% |