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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 | $38,631 | $72,273-46.5% | $101,275-61.9% | $79,856-51.6% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 12.46% | 22.30%-9.8pp | 46.48%-34.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,910 | $2,691-29.0% | $3,660-47.8% | $2,471-22.7% |
| Participant deferral / active EE | $3,498 | $3,282+6.6% | $4,371-20.0% | $3,741-6.5% |
| Admin fee / account holder | $239 | $4,401-94.6% | $5,948-96.0% | $5,306-95.5% |