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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 | $30,027 | $81,331-63.1% | $155,534-80.7% | $80,935-62.9% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 11.18% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,546 | $3,105-50.2% | $4,675-66.9% | $2,757-43.9% |
| Participant deferral / active EE | $4,743 | $3,454+37.3% | $5,630-15.8% | $4,299+10.3% |
| Admin fee / account holder | $247 | $7,999-96.9% | $15,900-98.4% | $6,924-96.4% |