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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 | $19,521 | $53,774-63.7% | $134,162-85.4% | $79,852-75.6% |
| Participation rate | 75.5% | 58.8%+16.7pp | 72.2%+3.3pp | 69.6%+5.8pp |
| Annual return | 19.65% | 19.01%+0.6pp | 36.35%-16.7pp | 31.72%-12.1pp |
| Employer contribution / active EE | $1,254 | $1,322-5.1% | $3,705-66.1% | $2,471-49.2% |
| Participant deferral / active EE | $2,118 | $2,420-12.5% | $3,500-39.5% | $3,740-43.4% |
| Admin fee / account holder | $278 | $3,985-93.0% | $6,685-95.8% | $5,306-94.8% |