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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 | $36,446 | $115,225-68.4% | $100,712-63.8% | $138,895-73.8% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 17.09% | 40.35%-23.3pp | 33.27%-16.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,046 | $2,771-62.3% | $2,313-54.8% | $4,194-75.1% |
| Participant deferral / active EE | $3,828 | $4,699-18.5% | $4,085-6.3% | $6,396-40.2% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |