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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 | $32,940 | $81,276-59.5% | $155,574-78.8% | $80,925-59.3% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.7%+16.2pp |
| Annual return | 23.61% | 33.36%-9.8pp | 64.87%-41.3pp | 35.65%-12.0pp |
| Employer contribution / active EE | $2,423 | $3,103-21.9% | $4,676-48.2% | $2,756-12.1% |
| Participant deferral / active EE | $3,997 | $3,453+15.8% | $5,629-29.0% | $4,299-7.0% |
| Admin fee / account holder | $249 | $7,993-96.9% | $15,914-98.4% | $6,940-96.4% |