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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 | $39,879 | $147,556-73.0% | $129,031-69.1% | $198,609-79.9% |
| Participation rate | 76.5% | 77.2%-0.8pp | 73.4%+3.1pp | 82.4%-5.9pp |
| Annual return | 18.98% | 37.41%-18.4pp | 34.67%-15.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,734 | $3,645-25.0% | $3,226-15.3% | $5,055-45.9% |
| Participant deferral / active EE | $4,071 | $5,760-29.3% | $5,217-22.0% | $6,977-41.7% |
| Admin fee / account holder | $136 | $15,467-99.1% | $13,208-99.0% | $19,030-99.3% |