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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 | $21,919 | $42,383-48.3% | $76,518-71.4% | $64,173-65.8% |
| Participation rate | 82.5% | 58.1%+24.4pp | 68.0%+14.5pp | 69.6%+12.9pp |
| Annual return | 30.89% | -16.54%+47.4pp | -0.27%+31.2pp | 7.63%+23.3pp |
| Employer contribution / active EE | $1,334 | $1,563-14.7% | $2,647-49.6% | $2,381-44.0% |
| Participant deferral / active EE | $4,038 | $2,566+57.3% | $3,836+5.3% | $3,470+16.4% |
| Admin fee / account holder | $240 | $3,198-92.5% | $4,849-95.1% | $4,887-95.1% |