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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 | $26,575 | $68,880-61.4% | $120,580-78.0% | $80,959-67.2% |
| Participation rate | 92.9% | 61.7%+31.2pp | 72.0%+20.9pp | 67.7%+25.2pp |
| Annual return | 11.12% | 23.68%-12.6pp | 107.48%-96.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,336 | $2,066+13.1% | $3,469-32.7% | $2,757-15.3% |
| Participant deferral / active EE | $2,131 | $3,191-33.2% | $4,995-57.3% | $4,300-50.4% |
| Admin fee / account holder | $238 | $5,785-95.9% | $9,418-97.5% | $6,925-96.6% |