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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 | $31,740 | $52,279-39.3% | $89,414-64.5% | $79,852-60.3% |
| Participation rate | 76.9% | 57.5%+19.4pp | 68.0%+8.9pp | 69.6%+7.3pp |
| Annual return | 15.34% | 22.16%-6.8pp | 245.50%-230.2pp | 31.72%-16.4pp |
| Employer contribution / active EE | $866 | $1,572-44.9% | $2,586-66.5% | $2,471-64.9% |
| Participant deferral / active EE | $1,411 | $2,740-48.5% | $3,890-63.7% | $3,740-62.3% |
| Admin fee / account holder | $168 | $3,356-95.0% | $4,883-96.6% | $5,306-96.8% |