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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 | $32,458 | $43,075-24.6% | $74,577-56.5% | $62,881-48.4% |
| Participation rate | 73.7% | 58.1%+15.6pp | 68.1%+5.6pp | 69.3%+4.4pp |
| Annual return | 5.15% | 17.50%-12.4pp | 20.47%-15.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $662 | $1,498-55.8% | $2,525-73.8% | $2,281-71.0% |
| Participant deferral / active EE | $1,240 | $2,389-48.1% | $3,458-64.1% | $3,203-61.3% |
| Admin fee / account holder | $34 | $2,840-98.8% | $4,138-99.2% | $4,296-99.2% |